Joni Terry | Insurance | Stephens | Stephens

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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

Joni Terry

Senior Case Design Analyst, Individual L&H

(501) 377-6305 Send a message
Joni Terry

Joni Terry is a Senior Case Design Analyst in the Individual Life & Health division of Stephens Insurance. In this role, she assists producer in process of sales and marketing of life, disability, and long-term care insurance products in individual and business market, develops and designs product solutions to meet client's unique needs, including preparing analysis, utilizing carrier illustration software, and developing presentation and marketing materials, and works closely with producer, carriers, and clients.

Terry has over 40 years of experience in the insurance industry in multiple roles. She started her career with an independent insurance agency and then worked as Marketing Rep and Assistant to the Vice President of Marketing at a local insurance company. She then worked for a different company as a Group Benefits Service Rep providing sales, marketing and service support for life and disability insurance products.

National Producer Number: 1669625