For more than 23 years, Joe Stephens has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Joe has dedicated his career to delivering the personalized investment planning services his clients deserve.
Prior to joining Dorsey & Company, he started Stephens Financial Services, a local investment firm, now affiliated with Dorsey & Company Inc. as its broker dealer. Joe began his career as a Financial Advisor with Edward Jones Investments, where he developed his fundamental investment knowledge.
He earned the CFP® certification by completing the College for Financial Planning curriculum, passing a rigorous examination and meeting stringent experience requirements. In addition, Joe has successfully completed SEC/FINRA/NASAA examinations to attain the following registrations:
- Series 7 Full Registration/General Securities Representative
- Series 63 Uniform Securities Agent State Law Examination
- Louisiana Life, Health & Accident Insurance & Variable Annuity Examinations
Joe is a graduate of the University of Holy Cross. He serves on the Board of Directors for the Algiers Economic Development Foundation and is a member of the Westbank Rotary Club, Kiwanis Algiers Morning Club, and the Greater New Orleans Financial Planners Association.