We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.
We are a family-owned financial services firm that values client relationships, long-term stability, and supporting the communities where we live and work.
The idea of family defines our culture, because each of us knows that our reputation is on the line as if our own name was on the door.
Our reputation as a leading independent financial services firm is built on the stability of our longstanding and highly experienced senior executives.
We are committed to corporate philanthropy; economic and financial literacy advocacy; and diversity, equity, and inclusion initiatives.
Stephens is proud to sponsor the PGA TOUR, LPGA Tour, and PGA TOUR Champions careers, as well as applaud the philanthropic endeavors, of our Brand Ambassadors.
We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.
With more than 20 years of industry experience, Amy provides personalized solutions to help her clients reach their financial goals. “Whether it is a life event or planning for retirement, I am committed to putting my clients’ best interest first. Building relationships with people is one of my passions, and I work hard to create an environment of trust, particularly when it comes to alleviating anxieties due to market volatility,” says Amy. “My top priority is understanding the needs of my clients and assisting them every step of the way.”
Amy received a Bachelor of Science in Business Administration and a minor in Accounting from the University of Arkansas at Fayetteville. Amy earned the designation of Certified Public Accountant (CPA Inactive) in 1990. She furthered her education by completing Stephens’ advanced wealth management program, Stephens University, offered through Wake Forest University.
Amy serves as a member of her church parish council and is the treasurer of the Circle of Life board of directors. She is a member of Fayetteville Wheelman, a local cycling club, as well as the Women of Oz, a nonprofit organization that gets women on mountain bikes by breaking down barriers. Amy also volunteers with Canopy Northwest Arkansas, which supports refugees and their families’ transition to the United States. Amy has four children and 3 grandchildren. In her free time, she enjoys traveling.