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.
Charlie joined Stephens Private Client Group in 2007 to partner with his father, Rob Porter, in providing comprehensive wealth management planning services. This father-son partnership gives them a differentiating perspective when working with families. “Clients come to us with very different needs and situations. However, most are motivated by their family’s financial security,” says Charlie. “Getting there starts with transparency. It’s critical that our clients understand what they are investing in and the costs involved with those investments. By taking an active role in their planning, we are all on the same page about how we grow and protect family assets.”
Prior to joining Stephens, Charlie was a Branch Manager at First Security Bank, where he worked in the lending division.
Charlie holds a Bachelor of Science in Advertising and Public Relations from the University of Arkansas. He also completed the Stephens’ advanced wealth management program, Stephens University, offered through Wake Forest University.
Charlie is a Chartered Retirement Planning SpecialistSM (CRPS®). This designation from the College for Financial Planning signifies that Charlie has met initial and on-going experience, ethical education, and examination requirements for the retirement planning process, including meeting multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, retirement cash flow, asset management, estate planning, and more.
Charlie and his wife, Beth, reside in Little Rock along with their two daughters and several rescue pups. When he is not cheering on his girls at their various sporting events, he enjoys spending time outdoors with his family and friends, hiking, fishing and hunting.