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Melissa W
Series 63, Series 65
Little Rock, AR
Stephens
Melissa Wiencek is a financial advisor at Stephens with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stephens since 2018, following six years at Raymond James & Associates. 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 providing access to private equity and alternative investments.
Carter L
Series 63, Series 65
Little Rock, AR
Stephens
Carter Lowe is a financial advisor at Stephens with Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Crews & Associates, Inc. and Arvest Bank. 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 strategies and combines bottom-up equity research with committee-driven asset allocation and fixed-income duration management.
Louis W
Series 63, Series 65
Little Rock, AR
Stephens
Louis Wilson is a financial advisor with Stephens in Little Rock, Arkansas, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His career includes over two decades at Stephens, preceded by a tenure at Wells Fargo Clearing. Outside of advisory work, he manages a business related to mineral interests and is a passive investor in a technology-enabled mortgage loan provider focused on first-time homebuyers. Stephens is a multi-team investment adviser serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers discretionary and non-discretionary management across various programs, combines bottom-up equity research with committee-driven asset allocation, and also provides brokerage, investment banking, custody, and other financial services.
Miles M
Series 66
Little Rock, AR
Stephens
Miles Montgomery is a financial advisor at Stephens with a Series 66 designation and three years of industry experience. His prior work includes roles at First National Bank - Paragould, Dave Grundfest Co., and 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 institutional clients, offering discretionary and non-discretionary management across various advisory programs supported by bottom-up equity research and committee-driven asset allocation.
William B
Series 63, Series 66
Little Rock, AR
Stephens
William Bowman Jr. is a financial advisor at Stephens with 26 years of industry experience. He has held roles at Stephens since 2004 and previously worked at Morgan Keegan & Company, LLC. Bowman holds Series 63 and Series 66 credentials. 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.
Colby S
Series 66
Little Rock, AR
Stephens
Colby Sanford is a financial advisor at Stephens with a Series 66 designation and one year of industry experience. Prior to joining Stephens, he worked at Simmons Bank and has held various roles including chef and positions in customer service. 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 broad range of discretionary and non-discretionary management services, combining bottom-up equity research with committee-driven asset allocation and fixed-income strategies.
David P
Series 63, Series 65
Little Rock, AR
Stephens
David Phillips Jr. is a financial advisor with Stephens in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Stephens since 2016. 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 both discretionary and non-discretionary management across a variety of wrap and advisory programs, combining bottom-up equity research with committee-driven asset allocation and fixed-income strategies.
Thomas M
Series 63, Series 65
Little Rock, AR
Stephens
Thomas Moll is a financial advisor at Stephens with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stephens since 2014. Outside of his advisory work, Moll serves on the board of PINES Realty Company, which manages lake cabins and related assets, and participates in finance and academic advisory committees in the Little Rock area. 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.
Fred B
Series 63, Series 65
Little Rock, AR
Stephens
Fred Brister IV is a financial advisor with Stephens in Little Rock, AR, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Stephens since 2006. Outside of his advisory role, he serves as an advisory board member for Roadway Management Technology, LLC, focusing on payment preservation strategies. 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 custody services supported by equity research and committee-driven portfolio management.
Raj K
CFA®, Series 66
Little Rock, AR
Stephens
Raj Kumar is a CFA® charterholder with five years of industry experience currently advising clients at Stephens in Little Rock, AR. He has been with Stephens since 2021 and previously worked at the University of Arkansas from 2016 to 2021. 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 combines bottom-up equity research with committee-driven asset allocation and offers a range of advisory and brokerage services, including private equity and alternative investment advice.
Brett H
CFA®, Series 63
Little Rock, AR
Stephens
Brett Huff is a CFA® charterholder with 22 years of experience in the financial industry. He has been with Stephens since 2005 and is currently based in Little Rock, 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 institutional clients, offering a wide range of advisory, brokerage, investment banking, and custody services supported by in-depth equity research and diverse investment strategies.
Dana S
CFA®, Series 63
Little Rock, AR
Stephens
Dana Silaski is a CFA® charterholder with 32 years of industry experience, all of which have been at Stephens Inc. She is based in Little Rock, AR, and holds a Series 63 license. Outside of her advisory role, she is involved in managing family lake properties organized through LLCs, with occasional oversight of maintenance and rental coordination. 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 fixed-income management, and also provides private equity and alternative investment advice.
Joseph E
Series 66
Little Rock, AR
Stephens
Joseph Enderlin is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Whiting Systems and Fayetteville Athletic Club, as well as work related to education. 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.
Elizabeth B
Series 66
Little Rock, AR
Stephens
Elizabeth Bischof is a Series 66-licensed advisor at Stephens with four years of industry experience. She has held roles at Stephens since 2019 and previously worked with the Arkansas Small Business and Technology Development Center and BKD Wealth Advisors. 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 discretionary and non-discretionary management solutions supported by equity research and investment committees.
Reed S
Series 66
Little Rock, AR
Stephens
Reed Seay is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with four years of industry experience. He has worked at Stephens in multiple periods since 2021 and briefly at Townley Pool and Spa in 2018. 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-led asset allocation across various wrap and advisory programs.
Charles P
Series 66
Little Rock, AR
Stephens
Charles Porter is a financial advisor at Stephens with 19 years of industry experience and holds a Series 66 designation. He has been with Stephens since 2007. Outside of his advisory role, he owns interests in two businesses related to real estate in Little Rock, Arkansas. Stephens is a multi-team investment adviser with approximately 243 advisors and about $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory and brokerage services alongside investment banking and research capabilities.
Edward F
Series 63, Series 65
Little Rock, AR
Stephens
Edward Frost is a financial advisor at Stephens in Little Rock, Arkansas, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Stephens since 1999. Outside of his advisory role, he is involved with Southfork Storage Inc, a boat storage facility in 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 equity research with committee-driven asset allocation, and provides municipal advisory and investment banking services.
James G
Series 63, Series 65
Little Rock, AR
Stephens
James Grooms III is a financial advisor with Stephens in Little Rock, AR, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked at Stephens since 2001. 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 provides municipal advisory and investment banking services.
James M
Series 66
Little Rock, AR
Stephens
James Martindale is a financial advisor with Stephens in Little Rock, AR, holding a Series 66 credential and one year of industry experience. Prior to joining Stephens, he was self-employed for two years and worked at Dobbs Brothers Management and Stephens Inc. Martindale is also a minority investor in River Wellness Holdings, LLC, a cannabis manufacturing and distribution business in Mississippi. 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 discretionary and non-discretionary management through a variety of investment programs and leveraging bottom-up equity research combined with committee-driven asset allocation.
Cory G
CFP®, Series 66
Little Rock, AR
Stephens
Cory Grummer is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Stephens in Little Rock, AR since 2013, working in various roles within the firm. 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 institutions. The firm offers a range of advisory services, brokerage, investment banking, and research, utilizing both discretionary and non-discretionary management across diverse strategies.
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