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.
Andrew joined Stephens Private Client Group in 2016 as part of Stephens’ wealth management analyst program, which develops and trains the firm’s next generation of consultants. Andrew has since partnered with his father, David, to provide comprehensive wealth management plans that are tailored to their clients’ values and objectives. On his partnership with his father, Andrew says, “My father and I bring a family approach to wealth management planning, so we not only look at our clients’ immediate financial goals but also their long-term objectives, such as wealth transfer and planning for the next generation. Family dynamics can be fluid, so it’s important to plan accordingly.”
Prior to joining Stephens, Andrew was an asset accountant at Paragon Offshore.
Andrew received his Bachelor of Accountancy degree in Accounting with a minor in Finance from the University of Mississippi.
Andrew and his wife make their home in Jackson, Mississippi.