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.

Back to Events

Post-Acute/Home Health Investor Plane Trip

-
Dallas, TX | Atlanta, GA

Stephens is hosting an in-person field trip for institutional investors to meet with the following companies. We will be providing transportation via Stephens corporate plane beginning in Dallas, TX and ending in Atlanta, GA.

  • Addus HomeCare Corp. (ADUS)
  • Amedisys, Inc. (AMED)
  • Aveanna Healthcare (AVAH)
  • Brookdale Senior Living Inc. (BKD)
  • Encompass Health Corp. (EHC)
  • Humana Inc. (HUM)
  • LHC Group, Inc. (LHCG)
  • U.S. Physical Therapy, Inc. (USPH)
  • Additional Companies TBD

Schedule for Group Meetings
Tuesday, May 17

10:30am-11:30am CT | Dallas, TX
Meeting with Addus HomeCare Corp.

Dirk Allison, Chairman & CEO
Brian Poff, EVP & CFO

3:30pm-5:00pm CT | Houston, TX
Meeting with U.S. Physical Therapy, Inc.

Chris Reading, CEO
Carey Hendrickson, CFO
Graham Reeve, COO – East Region Eric Williams, COO – West Region

Wednesday, May 18

9:00am-12:30pm CT | Louisville, KY
Site Visit with Humana Inc.

Bruce Broussard, President & CEO
Susan Diamond, CFO
Members of HUM’s Finance, Corporate Affairs, Insurance & HCS Operations & Strategy, & IR Teams

1:30pm-3:30pm CT | Birmingham, AL
Meeting with Encompass Health Corp.

Mark Tarr, President & CEO of Encompass Health
Doug Coltharp, EVP & CFO of Encompass Health
Barb Jacobsmeyer, CEO of Enhabit HH&H
Crissy Carlisle, CFO of Enhabit HH&H
Mark Miller, Chief Investor Relations Officer

6:00pm-8:oopm CT | Nashville, TN
Dinner with Amedisys, Inc.

Chris Gerard, President & CEO (effective April 15, 2022)
Scott Ginn, EVP & CFO
Nick Muscato, SVP of Finance & IR

Thursday, May 19

7:30am-9:00am CT | Nashville, TN
Breakfast Meeting with Brookdale Senior Living Inc.

Steve Swain, EVP & CFO
Kathy McDonald, SVP of IR

11:00am-12:30pm CT | Lafayette, LA

Meeting with LHC Group, Inc.

Keith Myers, Chairman & CEO
Joshua Proffitt, President & COO
Dale Mackel, EVP & CFO
Bruce Greenstein, Chief Strategy & Innovation Officer
Eric Elliott, SVP of Finance & IR

3:30pm-5:00pm ET | Atlanta, GA

Meeting with Aveanna Healthcare
Rod Windley, Chairman Tony Strange, CEO
David Afshar, CFO
Jeff Shaner,COO

About the Host

Scott Fidel

Managing Director, Institutional Equities and Research
Read full bio

Learn more

Contact Stephens Corporate Access team to learn more about the event.

See All Events
Wednesday, October 12

Auto Lending Call With Westlake CFO: 3Q22 Update And 2022/2023 Outlook...

Tuesday, November 1

New York City Bank Trip...

Thursday, September 29

Real Brokerage, Inc. (REAX) Virtual NDR...