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.
Morgan Moore joined Stephens Insurance in 2015 as a Senior Vice President and works alongside Stuart Wallace and the Houston team in the Property & Casualty Energy Division. Her primary role is to oversee and manage comprehensive energy-related insurance programs, but she also designs program structures and negotiates terms and conditions for her clients.
Prior to joining Stephens, Moore worked for a large national broker’s energy division managing their book of business. Her experience includes placing both domestic and international energy-related risks in the exploration & production (both on/offshore), service contractors, midstream, and manufacturers & distributors sectors. She has dealt with various program structures including guaranteed cost, deductible, self-insured retentions, and captive insurance.
Moore is a Certified Insurance Counselor (CIC) and completed Harvard Business School’s Breakthrough Leadership Program. She earned a BA in Advertising from Southern Methodist University.