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.
Commercial P&C Senior Account Manager
Lisa Beaman joined Stephens Insurance in 2022 and serves as a Senior Account Manager in the Property & Casualty division. Her primary role is to manage service requests of insureds, oversee policy reviews and coverage comparisons, and negotiates coverage, limits, and premiums with insurance companies.
Prior to Stephens, Beaman's experience includes operations in construction, retail/wholesale mercantile, oil/gas, commerce transportation, hazmat transportation, life sciences, financial/banking, and medical/physicians. She previously managed a team of 10 commercial account managers as well.
Beaman is a designated Certified Insurance Service Representative (CISR) and is licensed in Property & Casualty in Arkansas, Indiana, and Texas.