James Taylor is a financial advisor at Stephens with three years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2023. Prior to joining the firm, he held roles at the University of Kentucky and Shiplify, and has experience in education. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm offers a range of investment strategies and financial planning services supported by internal committees and an in-house equity research team.

Fletcher Majors is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at Stephens since 2026. Prior to joining Stephens, he worked for 16 years at Susquehanna Financial Group, LLP. He holds a Series 63 license and is based in Atlanta, GA. Stephens provides investment advisory and wealth management services to a diverse client base, including high-net-worth individuals, institutional investors, and government entities. The firm employs both bottom-up and top-down investment strategies across multiple asset classes and offers integrated broker-dealer and investment banking services.

Kelly Gee is a financial advisor at Stephens with four years of industry experience. She holds a Series 66 designation and has worked at Stephens and Wells Fargo during her career. Kelly is based in Atlanta, GA. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm offers a range of services such as financial planning, portfolio management, private equity, alternative investments, and institutional equity research.

William Holmes is a financial advisor at Stephens with 15 years of industry experience. He holds Series 66 and Series 65 licenses and previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Goldman Sachs & Co. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, and institutional entities. The firm employs a combination of bottom-up security selection and top-down fixed-income management through various sponsored programs and committees.

Hollis Houk is a financial advisor at Stephens with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services, Charles Street Asset Management, LPL Financial, and Wells Fargo Clearing. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm employs multiple investment approaches, including bottom-up security selection and top-down fixed-income management, supported by an integrated broker-dealer and investment banking platform.

Grace Wages is a financial advisor at Stephens with Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Stephens in 2025, she worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC from 2017 to 2025. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm employs a range of investment strategies and delivers advice through multiple sponsored programs and investment committees.

Carlton Forrester is a financial advisor at Stephens with 18 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at JPMorgan Securities, UBS Financial Services, Credit Suisse Securities, and Edge Advisors. Stephens provides investment advisory and wealth management services to individual investors, institutional clients, and government entities. The firm utilizes multiple investment committees and sponsored programs, combining bottom-up security selection and top-down fixed-income management, supported by an integrated broker-dealer and investment banking platform.