Stephens Expands Atlanta Presence with Addition of Carlton Forrester as Managing Director

Stephens, an independent financial services firm, has made a significant move in its Atlanta presence by welcoming Carlton Forrester as Managing Director and Senior Partner of the Forrester & Holmes Group. Forrester brings a wealth of expertise in working with ultra-high-net-worth individuals and families, and his addition underscores the firm's commitment to serving clients in Atlanta and across the U.S. With Forrester's extensive experience in crafting tailored solutions for his clients, Stephens Private Wealth Management aims to meet the evolving needs of its clients with excellence.

Key Takeaways:

• Carlton Forrester has joined Stephens Private Wealth Management as Managing Director and Senior Partner of the Forrester & Holmes Group, bringing extensive experience in working with ultra-high-net-worth individuals and families.
• Forrester's addition highlights Stephens Private Wealth Management's commitment to serving clients in Atlanta and across the U.S. through the attraction of top talent and expansion in key growth markets.
• Forrester's expertise includes crafting tailored solutions for complex financial considerations associated with guiding clients through significant liquidity events, generational wealth, family enterprises, and legacy planning.
• Forrester has a deep understanding of the financial considerations of complex clients, having worked with more than 40 affluent families, collectively holding assets exceeding $1.7 billion.
• Forrester's arrival is part of Stephens Private Wealth Management's ongoing strategy to attract top talent and expand in key growth markets, aiming to meet clients' evolving needs with excellence.
• Forrester has held senior advisory roles at UBS and J.P. Morgan, showcasing his ability to provide exceptional services to discerning clients.
• Stephens Private Wealth Management has a long history of providing customized investment management solutions and wealth planning strategies, exceeding 25 years.

Statistics:

• Forrester has experience serving more than 40 affluent families throughout his career.
• Collectively, these families have assets exceeding $1.7 billion.
• Forrester has worked at J.P. Morgan and UBS in senior advisory roles.
• Stephens Private Wealth Management has been providing customized investment management solutions and wealth planning strategies for more than 25 years.

Sources:

• Stephens Inc. (Copyright 2025 Stephens)
• Stephens Inc. (member NYSE/SIPC), Stephens Investment Management Group, LLC, Stephens Insurance, LLC, and Stephens Capital Partners LLC
• Stephens Inc. (Home Office: 111 Center Street, Little Rock, AR USA, 501-377-2000)