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.

Leadership

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

Kasey Smiley

Assistant Vice President, L&H Benefits Senior Account Executive

(713) 881-6628 Send a message
Kasey Smiley

Kasey Smiley joined Stephens Insurance in December 2016 as an Account Manager in our Houston Employee Benefits group. She has over 15 years of experience in the insurance industry. Smiley began her career with United Healthcare managing fully insured and self-funded employers in the Key Accounts segment. For the last 12 years, she has been working on the brokerage/consulting side, having been with Madison Benefits Group/Higginbotham, and most recently USI.

She has extensive experience in the design, implementation and administration of health and welfare benefit plans. Smiley assists clients on all health and welfare benefit plan matters, including compliance with Health Care Reform, COBRA, HIPAA and other applicable federal mandates.

Smiley earned a Bachelor of Science in Accounting. She holds a Life and Health license and is a designated Group Benefits Associate (GBA).

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Team Members

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