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.
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.
Our reputation as a leading independent financial services firm is built on the stability of our longstanding and highly experienced senior executives.
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.
We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.
Fixed Income Sales & Trading
Institutional Equities and Research
Private Wealth Management
Stephens equity research reports are compiled by our research analysts – independent industry experts who consider the perspective of an investor as well as an intermediary.
Banks - Super-Regional
Our research focuses on U.S. Super-Regional Banks, which we define as banks with assets over $50 billion. These banks operate mainly in multiple contiguous states and provide traditional banking products. Certain Super-Regional Banks have made investments within fee-generating businesses such as insurance, capital markets, or asset management to diversify their revenue stream. Fundamentally, the banking sector is well-capitalized and should see an acceleration in earnings growth as the Federal Reserve raises interest rates.
Industry team leads
Terry McEvoy, CFA
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