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.
Executive Vice President - Houston, L&H Benefits Advisor
Jonathan Plumhoff joined Stephens Insurance in January 2017 as Executive Vice President and Practice Leader for the Houston Employee Benefits group. Plumhoff has been a practicing benefit’s consultant for over 18 years for clients ranging in size from 50 employees to over 20,000 world-wide. He works with clients across many industries, both private and public, on all facets of their employee benefits programs. He brings a strong analytic background with a focus on helping employers develop and manage programs that effectively bring down cost trends with sustainable solutions.
Plumhoff started his career in 2005 with Plumhoff & Associates, one of the leading health and welfare consulting firms in Houston. He served as the lead consultant for a large book of clients both domestic and international. Plumhoff & Associates sold to a large national brokerage firm in 2011, where he has served in a similar capacity until joining Stephens Insurance.
Plumhoff received his Bachelor of Business Administration in Finance from the University of Texas with a minor in Spanish.