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.
Senior Vice President, Commercial P&C Risk Manager
Donna Sanford joined Stephens Insurance in 2017 and currently serves as a Risk Manager in the Property & Casualty division. She acts as a liaison between insurance company, agents, and insureds providing review and design of client’s insurance program, including Terms & Conditions, Contractual Review, and Placement of Coverage and offers alternative risk transfer strategies and review internally and with clients, including Deductibles, Self-Funding, and Collateral Analysis. She leads market negotiations and placement for Stephens’ Private Equity and Global Risk Management team in the Birmingham office. She is responsible for designing both master programs at the Fund level, in addition to advising portfolio companies on the overall risk management/risk transfer strategy best suited for the firms objective risk tolerance.
Prior to joining Stephens, Sanford spent 25 years as a Senior Vice President and Marketing Account Executive at insurance brokerage firms responsible for the design and placement of National & International Risk Management programs for MSW’s private equity & global risk management clients. She has significant client experience with traditional, non-traditional, and alternative risk financing with companies operating in difficult and heavily regulated industries.
Sanford holds designations as Associate in Risk Management (ARM), Certified Insurance Counselor (CIC), and Construction Risk And Insurance Specialist (CRIS), as well as accolades including “Insurance Woman of the Year” and the “National Association of Insurance Women Educational Achievement Award.”