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

Donna Sanford, ARM, CIC

Commercial P&C Marketing Account Executive

(205) 847-3907
Donna Sanford, ARM, CIC

Donna Sanford joined Stephens Insurance in the Birmingham office in 2017. Prior to joining Stephens, she spent 25 years as a Senior Vice President and Marketing Account Executive at McGriff, Seibels & Williams and Wells Fargo Insurance Services responsible for the design and placement of National & International Risk Management programs for MSW’s private equity & global risk management clients.

Sanford leads market negotiations and placement for Stephens’ Private Equity and Global Risk Management team in our 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.

Sanford has significant client experience with traditional, non-traditional, and alternative risk financing with companies operating in difficult and heavily regulated industries. Additionally, she holds both the CIC and ARM designations and a host of accolades including “Insurance Woman of the Year” and the “National Association of Insurance Women Educational Achievement Award.”


Team Members

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