Stephens, an independent financial services firm headquartered in Little Rock, Arkansas, has named Jason Thomas, CPA, JD, as Managing Director and Chief Tax and Wealth Planning Strategist within its Private Wealth Management division.
In this role, Thomas will lead the firm’s Wealth Planning and Strategy group, which works alongside Stephens’ financial consultants and investment banking team to deliver integrated, highly customized solutions for clients. The group also partners closely with clients’ personal tax and legal advisors to address complex financial needs.
The addition of Thomas strengthens Stephens’ ability to advise on intricate income and transfer tax matters, an area of growing importance for high-net-worth individuals, family offices, and closely held businesses. Over his 26-year career, Thomas has developed deep expertise in designing and implementing sophisticated wealth strategies, including trust and estate planning, tax optimization, and multigenerational wealth transfer.
Before joining Stephens, Thomas was a nationally recognized tax partner at Frost, PLLC, and previously held senior roles at Morgan Keegan, Rose Law Firm, and Arthur Andersen. His experience spans advising affluent families, guiding closely held enterprises, and collaborating with top-tier legal and tax professionals to deliver comprehensive, forward-looking financial strategies.
By bringing Thomas into this leadership position, Stephens is reinforcing its commitment to providing clients with a holistic wealth management experience—one that integrates investment management with advanced tax and estate planning to help clients preserve and grow their wealth over the long term.
KEY QUOTES:
“Jason’s addition underscores our commitment to delivering a highly differentiated approach to wealth management, tailored to the evolving needs of our clients. With his expertise as a business advisor, tax professional, and attorney, Jason brings a multifaceted perspective to navigating both opportunities and challenges. He joins a dynamic team that plays an integral role in both the firm’s long-term success and value we deliver.”
Kevin Scanlon, Executive Vice President and Head of Stephens Private Wealth Management
“At Stephens, clients benefit from an impartial perspective and deeply informed expertise as evident within Private Wealth Management. It is great to be part of the Stephens culture where insights and relationships matter more than transactions.”
Jason Thomas
