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.
Javier Romo joined Stephens Insurance in 2024 as a Vice President and Surety Advisor in the Property & Casualty division. In this role, he tailors complex surety programs to fit the needs of each client. He provides solutions for clients in the following industries: oil and gas, coal, nuclear, renewable energy, power and utility, construction, financial institutions, real estate, hospitality, retail, technology, and automotive.
Romo’s experience includes helping clients obtain individual unsecured bonding lines of credit to over $1 billion. He has negotiated bond forms with obligees in order to provide his clients more favorable terms within the surety programs. He assisted a renewable energy client in obtaining $75 million in bank fronted surety capacity—providing the client increased bank liquidity and lower financial security costs. He was also able to generate over $2.0 million in cost savings for a large power generation client going through a major acquisition.
Prior to Stephens, Romo worked in Chicago as an underwriter with Liberty Mutual Surety and Zurich North America. In his most recent position as a broker, Javier handled one of the largest surety books in the country consisting of clients throughout all of Texas.
Romo earned a BBA in Finance from Baylor University. He is a licensed Property and Casualty agent and holds an Associate in Fidelity and Surety Bonding (AFSB).