About Joseph Stephens

Dedicated to helping clients achieve their financial goals.

About Joseph Stephens

Joseph P. Stephens, CFP®
504.362.5575 FAX
Holiday Office Park
3528 Holiday Drive
Suite A
New Orleans, LA 70114

For over 17 years Joe 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 deserved.

Joe began his career as a Financial Advisor with Edward Jones Investments, where he developed his fundamental investment knowledge.

In 2007 he started Stephens Financial Services and is now affiliated with Dorsey & Company Inc. a local investment firm.  Joe earned the CFP certification by completing the College for Financial Planning curriculum, passing a rigorous examination and meeting stringent experience requirements.

He serves on the Board of Directors for the Algiers Development Corporation and is a member of the Westbank Rotary Club, Kiwanis Algiers Morning Club, and the Greater New Orleans Financial Planners Association.

He 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

Stephens Financial Services is affiliated with Dorsey & Company Inc. as its broker dealer.