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.
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.
Senior Vice President, Executive Risk Advisor
Joseph Presley joined Stephens Insurance in 2023 as an Executive Risk Specialist in the Houston office to expand executive risk capabilities for clients. In his role, he brokers risk insurance policies with underwriters and positions clients in the market using data insights, market intelligence, and by understanding the client needs.
Presley is experienced in providing risk transfer solutions to protect directors and officers when organizations experience financial insolvency, acquisitions, spin-offs, and capital raises, including initial public offerings. Prior to joining Stephens, Presley worked at a global broker in its management and professional liability practice as a client advisor and corporate segment leader. He began his insurance career at Chubb Corp. in 2007 serving as an underwriter and manager within its executive protection division.
Presley graduated with a BA in History from Southern Methodist University. He is licensed in Texas, Colorado, and California.
National Producer Number: 2251881