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 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.
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 is the official investment banking partner of Williams Racing, one of the most winning teams in F1 history. We share that tradition of success.
We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.
Our consulting resources enable organizations to develop and maintain versatile and effective benefits strategies that align with their strategic objectives.
At Stephens Insurance, we excel at consulting on plan design, review, and administration; benefits communication and enrollment; legal and compliance questions; and wellness, technology, and HR tools.
We assist clients in designing and implementing benefit plans that reflect their unique priorities.
Our team configures and maintains client plans on our selected partner portal, or we can assist with the configuration of the client’s benefits administration system of choice.
To ensure plans are effectively delivered to members, we work with clients to develop customized awareness flyers, newsletters, and enrollment tools.
Acting as an extension of our client’s Human Resources department, we consult on technology solutions to facilitate enrollment, communications, and plan management.
We provide access to our experienced in-house employee benefits attorneys, who curate advice on compliance with laws and regulations governing group health and welfare plans.
We provide guidance on benefit plan compliance with the Affordable Care Act, COBRA, HIPAA, ERISA, Cafeteria Plans, and FMLA. We deliver alerts on key regulatory developments.
