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.
We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.
Personal Risk P&C Senior Account Manager
Crystal Searcy joined Stephens in 2022 as a Senior Account Manager and Personal Risk Advisor to support the expansion of personal risk services in the Houston office. Her primary role is to provide a consultative approach in handling client’s risk management exposures, risk appetite, and renewal process, as well as daily servicing.
Searcy brings over 20 years of personal risk experience, including sales and service in both direct and independent agencies, and specializes in high net worth clients. She has been recognized for best-in-class customer-oriented service.
Searcy is licensed in Property and Casualty in every US state and is currently pursuing the Certified Insurance Counselors (CIC) designation.