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George S
Series 63, Series 65
Memphis, TN
Stephens
George Sousoulas is a financial advisor with Stephens, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at Wells Fargo Clearing, Merrill, B. Riley Wealth Management, and Banc of America Investment Services before joining Stephens. Stephens is a multi-team investment adviser with approximately 243 advisors and about $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers both discretionary and non-discretionary management across diverse programs, combining bottom-up equity research with committee-driven asset allocation and also provides brokerage, investment banking, custody, and municipal advisory services.
Brooks M
Series 66
Little Rock, AR
Stephens
Brooks Mcrae is a financial advisor with Stephens in Little Rock, AR, holding a Series 66 designation and nine years of industry experience. He has been with Stephens since 2014. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary management, and combines bottom-up equity research with committee-driven asset allocation and fixed-income management.
Saul R
Series 63, Series 65
Little Rock, AR
Stephens
Saul Rousseau is a financial advisor at Stephens in Little Rock, AR, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Stephens since 1992. Outside of his advisory role, he serves as a member and secretary of the Argenta City Club, an organization focused on making charitable gifts to groups in North Little Rock. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and also provides municipal advisory and investment banking services.
Phillip B
CFP®, Series 66
Little Rock, AR
Stephens
Phillip Butterfield III is a CFP® with 11 years of experience currently affiliated with Stephens. He has been with Stephens since 2016. Stephens is a multi-team investment adviser serving individuals, retirement plans, foundations, corporations, and institutional clients, managing approximately $18 billion in assets. The firm offers both discretionary and non-discretionary management across various advisory programs and combines bottom-up equity research with committee-driven asset allocation and fixed-income management.
Alex H
Series 66
Shaker Heights, OH
Stephens
Alex Howell is a financial advisor at Stephens with four years of industry experience and holds a Series 66 designation. His prior experience includes roles at Circumference Group LLC and First Security Bank. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, combining bottom-up equity research with committee-driven asset allocation and offering a range of advisory and brokerage services.
Joann W
Series 66
Winston-Salem, NC
Stephens
Joann White is a financial advisor at Stephens with 18 years of industry experience. She holds the Series 66 credential and previously worked at Morgan Stanley and Citigroup Global Markets before joining Stephens in 2010. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and other institutional clients, offering a range of advisory and brokerage services supported by bottom-up equity research and committee-driven asset allocation.
James C
Series 63, Series 65
Fayetteville, AR
Stephens
James Compton is a financial advisor at Stephens with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stephens and its predecessor firms since 2006. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and other institutional clients, offering a range of advisory, brokerage, investment banking, and research services.
Steven D
Series 63, Series 65
Austin, TX
Stephens
Steven Duchaine is a financial advisor at Stephens in Austin, TX, with four years of industry experience. He holds Series 63 and 65 licenses and has worked at AllianceBernstein and ChemPoint prior to joining Stephens. Before his financial career, he was affiliated with the Seattle Seahawks for five years. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers a broad range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and also provides municipal advisory and investment banking services.
Beverley D
Series 63, Series 66
Columbia, SC
Stephens
Beverley Dunlap Jr. is a financial advisor with Stephens in Columbia, SC, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His prior work includes positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. since starting with Stephens in 2012. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, investment banking, and custody services supported by in-house equity research and committee-driven asset allocation.
Marion F
Series 63
Little Rock, AR
Stephens
Marion Fulk is a financial advisor with Stephens in Little Rock, AR, holding a Series 63 designation and bringing 36 years of industry experience. He has worked at Stephens since 2004 and previously spent 10 years with Morgan Stanley DW Inc. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm provides a wide range of advisory, brokerage, investment banking, and custody services, combining bottom-up equity research with committee-driven asset allocation and offering access to private equity and alternative investments.
Benjamin P
Series 63, Series 66
Fayetteville, AR
Stephens
Benjamin Penix is a financial advisor with Stephens in Fayetteville, Arkansas, holding Series 63 and Series 66 licenses and has 23 years of industry experience. His career includes positions at Raymond James, Morgan Keegan & Company, LLC, A.G. Edwards & Sons, Inc., and various roles within Stephens since 2015. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers a range of discretionary and non-discretionary management programs, combining bottom-up equity research with committee-driven asset allocation and fixed-income management, and also provides brokerage, investment banking, custody, and municipal advisory services.
Mark Y
Series 63, Series 65
East Hampton, NY
Stephens
Mark Yadgaroff is a financial advisor at Stephens with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Oppenheimer, Sanford C. Bernstein & Co., LLC, and AllianceBernstein L.P. He serves on the board of directors of Co-op 51st Beekman. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, investment banking, and research services.
Zachary M
Series 66
Little Rock, AR
Stephens
Zachary Marriott is a financial advisor at Stephens based in Little Rock, AR, with two years of industry experience. He holds the Series 66 designation and has worked previously at institutions including Healthy Planet and Hendrix College. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and other institutional clients, offering a broad range of advisory services, brokerage, investment banking, and research.
Robert J
Series 63, Series 65
Little Rock, AR
Stephens
Robert Jones is a financial advisor at Stephens in Little Rock, AR, with 34 years of industry experience. He has been with Stephens since 2004 and holds Series 63 and Series 65 licenses. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.
Troy C
CFA®, Series 63, Series 65
Little Rock, AR
Stephens
Troy Clark is a CFA charterholder with 34 years of industry experience, currently serving as a financial advisor at Stephens since 2001. He is also involved with the CFA Institute as a grader for the CFA Level III exams. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.
Douglas S
Series 63, Series 65
Little Rock, AR
Stephens
Douglas Seelicke is a financial advisor with Stephens in Little Rock, Arkansas. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with Stephens since 2004. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and also provides investment banking and municipal advisory services.
Briant N
CFP®, Series 63, Series 65
Little Rock, AR
Stephens
Briant Noland is a CFP®-certified financial advisor with 39 years of industry experience. He has worked at Stephens Inc. since 2016, with a prior 16-year tenure at Merrill. Noland holds Series 63 and Series 65 licenses and is based in Little Rock, AR. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.
Mary H
Series 66
Little Rock, AR
Stephens
Mary Hargrove is a financial advisor at Stephens with a Series 66 designation and one year of industry experience. Her background includes roles at Plato's Closet and Auto Owners Insurance Company, alongside academic positions at Mississippi State University and Arkansas State University. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving a diverse client base that includes individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.
Paul Z
Series 63, Series 65
Memphis, TN
Stephens
Paul Zuckerman is a financial advisor at Stephens with 42 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Morgan Stanley and Citigroup Global Markets. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers discretionary and non-discretionary management across various advisory programs, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.
Chandler L
Series 66
Rogers, AR
Stephens
Chandler Luebbert is a financial advisor with Stephens in Rogers, AR, holding a Series 66 designation and three years of industry experience. Prior to joining Stephens in 2022, he worked at Black Diamond Mergers & Acquisitions and has held various roles including positions at Office Depot, Honda Autoplex, and as a student at the University of Arkansas. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and other institutional clients, offering a range of advisory, brokerage, investment banking, and research services. Its investment approach combines bottom-up equity research with committee-driven asset allocation and provides a variety of discretionary and non-discretionary management programs.
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