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.
David joined Stephens Private Client Group in 2009 and has been a trusted consultant for over 30 years, bringing sound, practiced counsel to each client relationship. David, in partnership with his son, Andrew, helps clients define, establish, and achieve their financial goals. The father and son team believe they are well-positioned to address the investment concerns and aspirations of clients of all ages. “Throughout my career, my focus has always been on strategic long-term planning. Working with Andrew enhances this offering and our advice for clients, as many of them also are working with and planning for their children.” Their goal: to give guidance that will help clients now and in the future.
Prior to joining Stephens, David was a financial advisor at Edward Jones, then at A. G. Edwards & Sons, Inc., later to become part of Wells Fargo Advisors, Inc. David attended East Central Junior College, University of Southern Mississippi, and Louisiana State University. He has also completed Stephens’ advanced wealth management program, Stephens University, at Wake Forest University.
David enjoys supporting Friends of Mississippi Veterans and other charities nearby.
David and his wife, Carla, have three children, Tyler, Andrew and Elizabeth, and three grandchildren. In his free time, David enjoys reading classic literature, traveling, riding his Harley-Davidson and tinkering with his 1971 Corvette.