Caitlin Patrick | Insurance | Stephens

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.


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 People

Caitlin Patrick

Commercial P&C Account Manager

(205) 847-3910 Send a message
Caitlin Patrick

Caitlin Patrick is an Account Manager in the Property & Casualty division in the Stephens Insurance Birmingham office. She responsible for processing new business, renewals of expiring policies, and any policy changes and for managing communications with clients and carriers, keeping track of all necessary documentation.

Prior to Stephens, Patrick worked as an account service representative and account manager for a brokerage firm and is experienced managing middle market accounts across multiple industries.

Patrick earned a BS in Risk Management and Insurance from Troy University and is currently pursuing a Certified Insurance Service Representative (CISR) designation.