Winston Salem, NC S. Stratford Road Office

Joshua Boyle is a financial advisor at Stephens with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and BB&T Investment Services. Outside of his advisory role, he is the owner and manager of Hive One LLC. 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 fixed-income management.

Preston Yates is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Stephens in Winston-Salem, NC, where he has worked since 2017. Prior to Stephens, he held roles at Bb&T Investment Services and Bb&T Bank from 2015 to 2017. 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 research from its Equity Research group.

Joann White is a financial advisor at Stephens with 18 years of industry experience. She holds the Series 66 credential and previously worked at Morgan Stanley and Citigroup Global Markets before joining Stephens in 2010. 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 and brokerage services supported by bottom-up equity research and committee-driven asset allocation.

Gary Pendry is a financial advisor at Stephens with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stephens since 2012, following a nine-year tenure at Wells Fargo Clearing. He serves on the finance committee of Trinity Worship Center, a nonprofit church in Burlington, NC. 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 a range of advisory and brokerage services, including equity research, investment banking, and municipal advisory.

John Elster III is a financial advisor at Stephens with nine years of industry experience. He holds a Series 66 designation and has been with Stephens since 2017, with prior experience at Southern Valet and the University of South Carolina. 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 also provides municipal advisory and investment banking services.

Stewart Hiatt is a financial advisor at Stephens with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley in various capacities from 2001 to 2017 prior to joining Stephens. 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 advisory, brokerage, investment banking, and custody services supported by equity research and committee-driven investment strategies.

Aaron Hiatt is a Series 66-licensed financial advisor at Stephens with four years of industry experience. He has worked at Stephens since 2022 and previously held positions at Clicklease LLC and Snap Advances. 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 investment processes.

Anne Thornton is a financial advisor at Stephens with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. She also serves as co-executor of her father's estate. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves a range of clients including individuals, retirement plans, foundations, corporations, and institutions, offering a variety of advisory and brokerage services supported by in-depth equity research and committee-driven investment management.

Richard Rogers IV is a financial advisor at Stephens with three years of industry experience. He holds a Series 66 designation and has prior work experience at Bain and Company and Proteus Motion. 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 provides a range of advisory services, brokerage, investment banking, and research, utilizing a combination of bottom-up equity research and committee-driven asset allocation.

Mary Grigg is a financial advisor with Stephens in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes roles at Morgan Stanley and Citigroup Global Markets prior to joining Stephens in 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 other 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.

Mary Waterer is a financial advisor at Stephens with one year of industry experience. She holds a Series 66 designation and has previously worked at Paul, Cox & Todd PLLC and Morgan Stanley. 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 various programs, using bottom-up equity research and committee-driven asset allocation, and also provides brokerage, investment banking, custody, and municipal advisory services.

Henry De Noble is a CFA® charterholder with seven years of industry experience. He is currently with Stephens in Winston-Salem, NC, where he has worked since 2019. Prior to that, he held positions at Northwestern Mutual and the Barn Baseball Academy. 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 alongside brokerage, investment banking, custody, and research services.

Joshua Parrish is a financial advisor at Stephens in Winston-Salem, NC, 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 in an investment related to raw land in downtown Mocksville, NC. 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 fixed-income management.

Richard Rogers III is a financial advisor at Stephens in Winston-Salem, NC, with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Citigroup Global Markets. Outside of his advisory role, he serves as an investment committee member for St. Pauls Episcopal Church and is a partner in Stellie Partners, LLC, a personal financial and estate planning entity. Stephens is a multi-team investment advisory firm with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients through a range of discretionary and non-discretionary investment management programs, combining bottom-up equity research with committee-driven asset allocation and fixed-income strategies.

Sharon Floyd is a financial advisor at Stephens with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Smith Barney, Citigroup Global Markets, and UBS Financial Services. Floyd has been with Stephens since 2020. 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 both discretionary and non-discretionary management across various advisory and wrap programs supported by equity research and committee-driven asset allocation.