Stephens

$300M adviser goes indie with Dynasty Financial Partners

The planner, joining from Robertson Stephens, also has worked for UBS and Merrill Lynch.

Going independent Andrew Welsch January 6, 2017

Going independent Andrew Welsch January 6, 2017
Regional BD adds veteran branch manager

Stephens recruited an executive with more than 30 years experience, whose career includes stops at Wells Fargo, Credit Suisse, Lehman Brothers, PaineWebber and Merrill Lynch.

Branch managers Ralph R. Ortega December 7, 2016

Branch managers Ralph R. Ortega December 7, 2016
Stephens hires 41-year industry veteran as branch manager

The new recruit previously worked at U.S. Capital Advisors, an independent wealth management firm.

Recruiting Andrew Welsch November 22, 2016

Recruiting Andrew Welsch November 22, 2016