Stephens Private Wealth Management Expands Atlanta Team with Key Hires

Strategic Insights -

Stephens, an independent financial services firm, has strengthened its presence in Atlanta with the addition of William Holmes and Grace Wages to its Private Wealth Management division as Financial Consultants. The expansion of the team demonstrates the firm's commitment to serving clients with excellence and underscores its dedication to providing tailored investment management solutions and wealth planning strategies. With extensive experience in serving high-net-worth individuals and families, private business owners, corporate executives, and family offices, Holmes and Wages join a storied firm that values relationships and empowers financial consultants to deliver personalized guidance.

Key Takeaways:

  • William Holmes and Grace Wages have joined Stephens' Private Wealth Management division as Financial Consultants in the Atlanta office, expanding the team's capabilities in serving high-net-worth clients.
  • Both Holmes and Wages bring a wealth of knowledge and experience in financial planning, investment management, and client relationship-building, serving individuals, families, private business owners, corporate executives, and family offices.
  • Holmes, a Vanderbilt University alumnus with a Bachelor of Science in Human Organizational Development and Political Science, has over 25 years of industry experience. Wages, who earned a Bachelor of Business Administration from the University of Georgia's Terry College of Business, has a focus in finance and international business.
  • Stephens Private Wealth Management has been providing customized investment management solutions and wealth planning strategies for over 25 years, offering a broad range of capabilities and establishing a reputation as a trusted partner for its clients.
  • The firm's family-owned foundation and wide range of capabilities set it apart from the industry and play a vital role in driving client and business success.

Statistics:

  • Over 25 years of experience in providing customized investment management solutions and wealth planning strategies.
  • 25 years of expertise in serving high-net-worth individuals and families, private business owners, corporate executives, and family offices.
  • 2 new hires: William Holmes and Grace Wages join the team as Financial Consultants.
  • Bachelor of Science in Human Organizational Development and Political Science: William Holmes' academic background.
  • Bachelor of Business Administration with a focus in finance and international business: Grace Wages' academic background.

Sources:

  • Press release from Stephens Inc. (no specific date or timestamp)
  • Stephens Private Wealth Management - about the firm (no specific date or timestamp)