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Donnie W
Series 63
Columbia, SC
Stephens
Donnie Whisenhunt is a financial advisor at Stephens with 31 years of industry experience. He holds a Series 63 designation and has worked at Stephens since 2010. His prior experience includes roles at Morgan Stanley and Citigroup Global Markets. Outside of his advisory career, he is a one-third owner and secretary/treasurer of a family farm in Orangeburg, South Carolina. 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 broad range of advisory, brokerage, investment banking, and research 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.
Edgar M
CFP®, Series 63, Series 65
Columbia, SC
Stephens
Edgar Morris is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Stephens in Columbia, SC. His prior work history 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 institutional clients. The firm offers discretionary and non-discretionary management across a range of advisory programs, combining bottom-up equity research with committee-driven asset allocation and advising on private equity and alternative investments when appropriate.
Maria A
Series 63, Series 65
Columbia, SC
Stephens
Maria Alexander is a financial advisor at Stephens with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Stephens since 2016, including time at MSI Financial Services. 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 advisory services, financial planning, brokerage, investment banking, custody, and wrap program platforms. Stephens uses a combination of bottom-up equity research, committee-driven asset allocation, and fixed-income management, and provides access to private equity and alternative investments when appropriate.
Brian F
Series 63, Series 65
Columbia, SC
Stephens
Brian Frerichs is a financial advisor at Stephens with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Stephens since 2010. His prior experience includes positions 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. The firm serves a diverse client base including individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by equity research and a variety of investment strategies.
Dino C
Series 63, Series 65
Columbia, SC
Stephens
Dino Corontzes is a financial advisor at Stephens with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Citigroup Global Markets and Morgan Stanley. Corontzes has been with Stephens since 2010. Stephens is a multi-team investment adviser serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm combines bottom-up equity research with committee-driven asset allocation and offers a wide range of investment management programs along with brokerage, investment banking, and municipal advisory services.
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