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.
Philosophy & Approach
Megan serves as a Financial Consultant at the Fayetteville office. Her goal is to understand what her clients are working towards financially for both the short-term and long-term before developing a comprehensive wealth management plan. “I truly enjoy getting to know my clients on a personal level and helping them reach their investment goals,” says Megan.
Experience & Education
Before joining Stephens, Megan was a financial advisor at another investment firm as well as a Senior Account Executive at Procter & Gamble. She graduated from the University of Arkansas with a Bachelor of Arts in Marketing Management with a minor in Finance.
She is a Certified Financial PlannerTM Professional (CFP®). The certification from the CFP® board includes insurance planning and risk management, employee benefits planning, investment planning, retirement planning and estate planning.
Megan is also a Chartered Financial Consultant® (ChFC®). This certification program includes the essentials of financial planning and risk management including insurance, taxation, retirement and estate planning. It also addresses advanced areas such as behavioral finance, non-traditional family structures and small business planning.
Personal
Megan has two children, Hudson and Nora. She enjoys leading an active and healthy lifestyle including running, walking, yoga and hiking as well as watching her kids play in various sports and activities. Megan loves to travel in her spare time and plans to take her children all over the world as they grow up. An avid cook, she takes joy in trying new recipes in the kitchen.