Our People
Colleen Davis
Commercial P&C Customer Service Representative
(205) 847-3909
Send a message
Stephens will never ask clients or prospective clients for personal or financial information, or provide investment advice, via social media, or WhatsApp.
If you have any questions or concerns about someone from Stephens contacting you, please call your Stephens Representative or reach out to us via our Contact Us form.
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 bettering the communities where we live and operate. We do this by supporting corporate philanthropy, economic and financial literacy advocacy, and professional success.
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.
Commercial P&C Customer Service Representative
Colleen Davis joined Stephens in 2025 as a Customer Service Representative in the Property & Casualty division. In this role, she serves as a secondary contact for client inquiries, helping to resolve issues, assess client needs, and support account managers in delivering a high-quality customer experience.
Prior to Stephens, Davis held senior client management roles at Willis Towers Watson, Scott Insurance, and M.E. Wilson, where she managed large commercial portfolios, collaborated with marketing teams, and led initiatives to improve client handling systems. Her background also includes experience in administrative and client support roles, contributing to her well-rounded understanding of agency operations.
Davis holds multiple industry certifications including Certified Insurance Service Representative (CISR), Certified Insurance Counselor (CIC), Accredited Adviser in Insurance (AAI), and Accredited Adviser in Automation (AAM).