Winston Salem, NC S. Stratford Road Office

Joshua Boyle is a financial advisor with Stephens in Winston-Salem, NC, holding a Series 66 designation and 14 years of industry experience. Prior to joining Stephens in 2022, he spent seven years with Edward Jones. Outside of his advisory role, he is the owner and manager of Hive One LLC, a rental business based in Lexington, NC. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Preston Yates is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Stephens since 2017, following two years at Bb&T Investment Services and Bb&T Bank. Stephens provides investment advisory and wealth-management services to a range of clients, including individuals, pension plans, foundations, corporations, and other institutional investors. The firm emphasizes tailored portfolio programs and committee-based oversight, combining broker-dealer, investment banking, and advisory services.

Joann White is a financial advisor at Stephens with 17 years of industry experience. She holds a Series 66 designation and has worked at Stephens since 2010 in various capacities. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs overseen by individual advisors and multiple investment committees, combining broker-dealer and investment banking activities alongside advisory services.

Gary Pendry is a financial advisor with Stephens, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Stephens since 2012. Outside of his advisory role, he serves on the finance committee of Trinity Worship Center, a nonprofit church in Burlington, NC. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients, offering portfolio management, financial planning, retirement-plan advisory, and institutional equity research. The firm employs tailored portfolio programs with committee-based oversight and combines advisory services with significant broker-dealer and investment banking activities.

John Elster III is a financial advisor at Stephens with eight years of industry experience. He holds a Series 66 designation and has been with Stephens since 2017, following roles at Southern Valet and the University of South Carolina. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs with committee-based oversight, combining broker-dealer and investment banking activities alongside advisory services.

Stewart Hiatt is a financial advisor with Stephens in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs, committee-based oversight, and a combination of advisory services alongside broker-dealer and investment banking activities.

Aaron Hiatt is a financial advisor at Stephens in Winston-Salem, NC, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Clicklease LLC and Snap Advances. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs supported by committee-based oversight and combines brokerage, investment banking, and advisory services.

Anne Thornton is a financial advisor at Stephens in Winston-Salem, NC, with 25 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. She is a co-executor and beneficiary of a family estate. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients, emphasizing tailored portfolio programs and committee-based oversight combined with a blend of broker-dealer and investment banking activities.

Richard Rogers IV is a financial advisor at Stephens in Winston-Salem, NC, with three years of industry experience. He holds a Series 66 designation and has previously worked at Bain and Company and Pamlico Capital. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and integrates broker-dealer and investment banking activities alongside advisory services.

Mary Grigg is a financial advisor at Stephens in Winston-Salem, NC, holding Series 63 and Series 65 credentials with 26 years of industry experience. She has been with Stephens since 2011, working in various capacities within the firm. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs with committee-based oversight and combines broker-dealer and investment banking activities alongside its advisory services.

Mary Waterer is a financial advisor with Stephens in Winston-Salem, NC. She holds a Series 66 designation and has worked in the financial industry since 2018, including positions at Morgan Stanley and Paul, Cox & Todd PLLC. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients, with a focus on tailored portfolio programs and committee-based oversight. The firm combines brokerage, investment banking, and advisory services while offering a range of portfolio management and financial planning solutions.

Henry De Noble is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Stephens in Winston-Salem, NC. Prior to joining Stephens, he worked at Northwestern Mutual and was involved with Barn Baseball Academy. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients, emphasizing tailored portfolio programs and committee-based oversight. The firm combines its advisory services with substantial broker-dealer and investment banking activities.

Joshua Parrish is a financial advisor at Stephens with six years of industry experience. He holds a Series 66 designation and previously worked at BB&T for seven years before joining Stephens. Outside of his advisory role, he is a 50% owner of a small investment related to undeveloped land in Mocksville, North Carolina. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm employs a committee-based approach to portfolio management and combines advisory services with broker-dealer and investment banking activities.

Richard Rogers III is a financial advisor with Stephens in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Stephens since 2011. Outside of his advisory role, he serves on the investment committee of St. Pauls Episcopal Church. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients, offering tailored portfolio programs with committee-based oversight and a range of financial planning and retirement advisory services.

Sharon Floyd is a financial advisor at Stephens with 33 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Citigroup Global Markets, Morgan Stanley Smith Barney, and Stephens Inc. since 2020. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs with committee-based oversight and integrates broker-dealer and investment banking activities alongside its advisory services.