Stephens Insurance Broker & Risk Management Advisor | Stephens

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Who We Are

What We Do

We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.

About Us

We are a family-owned financial services firm that values client relationships, long-term stability, and supporting the communities where we live and work.

The Stephens Story

The idea of family defines our culture, because each of us knows that our reputation is on the line as if our own name was on the door.

Leadership

Our reputation as a leading independent financial services firm is built on the stability of our longstanding and highly experienced senior executives.

Impact Initiatives

We are committed to bettering the communities where we live and operate. We do this by supporting corporate philanthropy, economic and financial literacy advocacy, and professional success.

Our Brand Ambassadors

Stephens is proud to sponsor the PGA TOUR, LPGA Tour, and PGA TOUR Champions careers, as well as applaud the philanthropic endeavors, of our Brand Ambassadors.

Stephens & Atlassian Williams F1 Team

Stephens is the official investment banking partner of Williams Racing, one of the most winning teams in F1 history. We share that tradition of success.

Making Connections

We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.

Expertise

Education

Stephens can help finance education projects for K-12, colleges, and universities—including facility upgrades, classroom technology, student housing, and resources for teachers and staff.

Healthcare

Stephens can help finance medical facility projects, tech upgrades, and accessibility improvements for hospitals, including single specialty, general acute care, and children’s hospitals.

Public Safety

Stephens can help finance Public Safety projects supporting first responders, including fire, police, EMT services, and correctional facilities, to enhance emergency response and public protection.

Recreation

Stephens can help finance recreation projects of all sizes—parks, arenas, convention centers, and more—to enhance community life at city, county, and state levels.

Transportation

Stephens can help finance transportation projects of all sizes—from crosswalks to airports—supporting commerce and community connection through roads, bridges, railways, ports, and more.

Utilities

Stephens can help finance utility projects—water, sewer, electric, broadband, and more—supporting essential services with a solutions-focused approach to ESG risks for community infrastructure.

Insurance

Moving Beyond Dashboards: How Stephens Insurance is Reframing Risk Analytics for Decision-Makers

Stephens Insurance has launched a proprietary claims analytics platform designed to enhance how clients manage property and casualty risk. What began as an in-house project has now been scaled for use by most large, complex clients to view an analysis tailored to their specific business model.

We offer organizations the distinct combination of personalized insurance services, specialized expertise and the buying power of a large insurance brokerage. It’s what makes us different, and why our clients stay with us, from generation to generation.

Our Services

We are expert risk managers committed to understanding the unique needs of each client, identifying their exposures and designing the most effective insurance programs, so they can rest assured they have the proper protection.

Key Figures

200+
Employees
17
Years Average Experience
2800+
Clients

News & Perspectives

Get to know our team

With decades of experience and sector expertise, our team can help minimize complexity to create cost-effective, customized insurance solutions for your organization.