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.
Brian joined Stephens Private Client Group in 2010. I bring a congenial and thoughtful approach to clients’ wealth management needs. I am positioned to address the diverse investment concerns and aspirations of clients of all ages. “My mission is to help clients accomplish their financial goals while always operating within the boundaries of their individual risk tolerances. Whether it is purchasing a new or second home, providing for education, or preparing for retirement, I am counseling them along the way with their best interests in mind,” says Brian.
Becky Langley, with 30 years of administrative experience, is Brian’s client associate.
Brian has been in the industry for over 20 years. Prior to joining Stephens, he was a Vice President and financial advisor at Smith Barney, later to become a part of Morgan Stanley.
Brian holds a Bachelor of Science in Economics from the University of Texas. He is a graduate of Stephens University, an advanced wealth-management program at Wake Forest University.
Brian and his wife, Catharine, live in Sumter, South Carolina with their two sons, Wilson and Jennings. Brian is active in his community and serves on the board member of the University of South Carolina Board of Visitors. He also serves as clerk of session in his church.