Stephens, an independent financial services firm, today announced that Carlton Forrester has joined its Private Wealth Management division as Managing Director and Senior Partner of the Forrester & Holmes Group. Based in Stephens' Atlanta, GA office, Mr. Forrester leads the group in collaboration with Senior Vice President William Holmes.

“Carlton brings exceptional expertise and insight, having worked with some of the most discerning ultra-high-net-worth individuals and families,” said Kevin Scanlon, Executive Vice President and Head of Stephens Private Wealth Management. “His ability to craft highly tailored solutions that align seamlessly with each client’s long-term vision and goals makes him an integral addition to our team.”

Mr. Forrester’s arrival underscores Stephens Private Wealth Management’s commitment to serving clients in Atlanta and across the U.S. His addition reflects the division’s ongoing strategy to attract top talent and expand in key growth markets, as Stephens strives to meet clients’ evolving needs with excellence.

Prior to joining Stephens, Mr. Forrester was a Managing Director at J.P. Morgan and a held a senior advisory role at UBS. With experience serving more than 40 affluent families, collectively holding assets exceeding $1.7 billion, Mr. Forrester has a deep understanding of the complex financial considerations associated with guiding clients through significant liquidity events, generational wealth, family enterprises, and legacy planning.

“Stephens stands out for its values, long-term vision, and lasting client relationships. I’m proud to be part of such a principled and dynamic firm,” said Mr. Forrester.

For more than 25 years, Stephens Private Wealth Management has provided a wide array of customized investment management solutions as well as wealth planning strategies and advice.

About Stephens

“Stephens” (the company brand name) is a leading family-owned investment firm that includes Stephens Inc. (member NYSE/SIPC), Stephens Investment Management Group, LLC, Stephens Insurance, LLC, and Stephens Capital Partners LLC. © 2025 Stephens.

Stephens Inc. is headquartered in Little Rock, Arkansas. Founded in 1933, Stephens Inc. provides securities brokerage, investment banking and other financial services to a broad client base which includes corporations, state and local governments, financial institutions, institutional investors and individual investors throughout the United States and overseas. Stephens Inc. (Home Office: 111 Center Street, Little Rock, AR USA, 501-377-2000) is regulated by the Securities and Exchange Commission and the Financial Industry Regulatory Authority. Member SIPC/NYSE. For more information, visit www.stephens.com.

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