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.
Henry joined Stephens Private Client Group in 2011 and has been a trusted consultant for more than 35 years. He believes understanding the lives of his clients and of their families gives him better insight into all aspects of their financial goals. “No two clients are alike. As a financial consultant, it is my priority to get to know my clients, their families, and their hopes for the future in order to grow and protect their assets so that they have the opportunity to achieve all they want in their lives,” says Henry.
Wendy Giles, a registered client associate since 2007, supports Henry, drawing from more than 30 years of experience to deliver excellent client service.
Prior to joining Stephens, Henry spent his entire career at Shearson Lehman Brothers, Inc. and its successor, Morgan Stanley.
Henry holds a Bachelor of Science in Biology from the University of Memphis. He also completed the Stephens’ advanced wealth management program, Stephens University, offered through Wake Forest University.
Henry lives in Germantown, TN with his wife, Audrey.