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

Heath Morrison

Vice President, Commercial P&C Marketing Representative

(601) 605-5664 Send a message
Heath Morrison

Heath Morrison joined Stephens Insurance, LLC in August 2017 as a Vice President, providing Marketing and Risk Management services for our Transportation Division. He has over 15 years of insurance experience at both Health and Commercial insurance companies in underwriting and marketing.

Prior to joining Stephens Insurance, Morrison spent 12 years with The Travelers where he gained experience in Management Liability and Commercial Accounts. During his seven years in Commercial Accounts he helped lead the office to rank among the highest in new business growth across the country. He was promoted to Managing Account Executive in July of 2015 where he was instrumental in leading the Jackson office to its success. During this time he also served on the Mississippi Insurance Guaranty Association board and as a committee member on the Mississippi National Alliance Education board.

Morrison graduated from Mississippi State University with a BS in Insurance and Risk Management. He also obtained his Certified Insurance Counselor designation in 2014.


Team Members

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