Memphis, TN Office

Bonnie Boyd is a financial advisor at Stephens with 29 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Kestra Advisory, WFG Investments, and Morgan Stanley in various capacities. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individual, retirement plan, foundation, corporate, and 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.

Kathy Briner is a financial advisor with Stephens in Memphis, TN, holding Series 63, 65, and 66 credentials and bringing 39 years of industry experience. Her career includes roles at Bank of America, Merrill, BankPlus, Linsco Private Ledger, Stanford Group Company, and UBS 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 other institutional clients, offering a range of advisory, brokerage, investment banking, and research services.

William Covington III is a CFA® charterholder and holds a Series 63 license with 16 years of industry experience. He has worked at Stephens since 2021 and previously worked at FTB Advisors, Inc. from 2016 to 2021. 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 services, brokerage, investment banking, research, and other financial solutions.

William James is a financial advisor at Stephens with 18 years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2011, following prior roles at Morgan Stanley and Citigroup Global Markets. Stephens is a multi-team investment adviser with approximately 243 advisors managing around $18 billion in assets. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of discretionary and non-discretionary management services supported by bottom-up equity research and committee-driven asset allocation.

Christopher Wiltse is a financial advisor at Stephens with Series 63 and Series 65 licenses and 45 years of industry experience. His prior experience includes roles at Morgan Stanley from 1997 to 2011. 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 wide 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.

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.

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.

John Kimbrough IV is a financial advisor with Stephens in Memphis, TN, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior work includes roles at Morgan Stanley and UBS Financial Services, with continuous tenure at Stephens since 2012. Outside of advisory work, he owns and manages four single-family rental dwellings. 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 wrap and advisory programs while combining equity research with committee-driven asset allocation and fixed-income management.

George Coors II is a financial advisor at Stephens with 12 years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2015, following a year at First Horizon Advisors. Outside of his advisory role, he serves as Treasurer for the Delta Waterfowl Memphis Chapter, a nonprofit focused on fundraising for waterfowl conservation. Stephens is a multi-team investment adviser with approximately 243 advisors managing around $18 billion in assets. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering both discretionary and non-discretionary management across a range of advisory programs. Stephens combines bottom-up equity research with committee-driven asset allocation and also provides brokerage, investment banking, custody, and municipal advisory services.

William Hogue is a financial advisor at Stephens with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for 18 years before joining Stephens. 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-depth equity research and committee-driven asset allocation.

Giles Coors III is a financial advisor at Stephens with 45 years of industry experience. He holds the Series 63 designation and has been with Stephens since 2004, following a brief tenure at UBS Financial Services. Outside of his advisory work, he serves as treasurer for the Duck Club/Lone Cypress Hunting Club. Stephens is a multi-team investment adviser with approximately 243 advisors managing about $18 billion in assets. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering advisory, brokerage, investment banking, and other financial services supported by an in-house Equity Research group and a committee-driven investment approach.

Michael Glaser is a financial advisor at Stephens with 15 years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2018, previously spending nine years at Wells Fargo advisors LLC and two years at Wells Fargo Clearing. 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 both discretionary and non-discretionary management through a variety of advisory programs and combines bottom-up equity research with committee-driven asset allocation and fixed-income strategies.

Donald Levy is a financial advisor with Stephens in Memphis, TN, holding a Series 63 designation and over 42 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Outside of his advisory work, he is involved in property management through separate LLCs. 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 broad range of advisory and brokerage services, including private equity and alternative investments.

Cage Carruthers is a financial advisor at Stephens with 38 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing. Outside of his advisory role, Carruthers is a board member of the US Navy League Memphis Council, owns a company that designs medical mattresses, and is a published fiction author. 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 and employs a combination of bottom-up equity research and committee-driven asset allocation strategies.

Evelyn Griffith is a financial advisor at Stephens with a Series 66 credential and two years of industry experience. Prior to joining Stephens, she has worked at Link University and has experience in various roles including assistant coaching for a volleyball club, Eckart Volleyball Enterprises LLC. 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 strategies supported by equity research and committee-driven asset allocation.