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 corporate philanthropy; economic and financial literacy advocacy; and diversity, equity, and inclusion initiatives.

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.

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.

Our Businesses

Capital Management

We provide fiduciary investment strategies to public-and private-sector institutional clients through asset allocation, consulting, and retirement services.

Fixed Income Sales & Trading

Decades of proven performance and experience in providing tailored fixed income trading and underwriting services to major municipal and corporate issuers.

Institutional Equities and Research

Proven industry-leading research, global market insights, and client-focused execution.

Insurance

Customized risk management, property & casualty, executive strategies and employee benefits solutions that protect our clients over the long term.

Investment Banking

We assist companies with accessing capital through innovative advisory and execution services that help firms achieve their strategic goals.

Private Capital

We have been a trusted and reliable source of capital for private companies for over 70 years.

Private Wealth Management

Our experienced Private Client Group professionals develop customized investment strategies to help clients achieve their financial goals.

Public Finance

We are a trusted municipal advisor with proven expertise in public financings. We also work with clients in negotiated and competitive municipal underwritings.

Contact

How Can We Help You?

Please fill out our form with the information requested, and someone in the appropriate department will review your inquiry as soon as possible. Thank you for your interest in Stephens.

Call (800) 643-9691

Team Directory

Our Locations

Private Wealth Management
United States Offices

Austin, TX

100 Congress Avenue Suite 750 Austin, TX 78701 Phone: (512) 542-3200 Fax: (512) 542-3275 Toll-free: (800) 892-7518

Charlotte, NC

4521 Sharon Road Suite 200 Charlotte, NC 28211 Phone: (704) 442-5000 Fax: (704) 442-5055

Columbia, SC

1320 Main Street Suite 550 Columbia, SC 29201 Phone: (803) 343-0100 Fax: (803) 343-0110 Toll-free: (800) 717-5605

Conway, AR

703 Chestnut Street Conway, AR 72032 Phone: (501) 328-4000 Fax: (501) 328-4090 Toll-free: (800) 827-5841

Dallas, TX

300 Crescent Court Suite 600 Dallas, TX 75201 Phone: (214) 258-2700 Fax: (214) 258-2750 Toll-free: (877) 749-9991

Hot Springs, AR

161 Television Hill Road Hot Springs, AR 71913 Phone: (501) 609-4100 Fax: (501) 609-4115 Toll-free: (800) 392-8593

Jonesboro, AR

2479 Browns Lane Jonesboro, AR 72401 Phone: (870) 819-0300 Fax: (870) 819-0310 Toll-free: (800) 755-1493

New York, NY

65 East 55th Street Floor 22 New York, NY 10022 Phone: (212) 891-1700 Fax: (212) 891-1790 Toll-free: (800) 378-3337

Rogers, AR

3100 Market Street Suite 301 Rogers, AR 72758 Phone: (479) 286-0200 Fax: (479) 286-0210 Toll-free: (800) 553-0234

Winston-Salem, NC

101 S. Stratford Road Suite 200 Winston-Salem, NC 27104 Phone: (336) 251-0400 Fax: (336) 251-0410 Toll-free: (877) 301-0501

How Can We Help You?

Chenoa Taitt

Executive Vice President, Head of Marketing & Communications
(212) 891-1742

Holly Lenderman

Vice President, Corporate Marketing and Communications
(501) 377-8279

Follow Us