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.
L&H Benefits Underwriting Consultant
Pete Edgmon is an Underwriting Consultant for the Life & Health division of Stephens Insurance. As such, he supports the company through analysis of employer benefits, including pricing projections, claims, and conceptual business review.
Prior to joining Stephens, Edgmon led a team of underwriters and business analysts that supported employer benefits consulting in multiple sales markets, such as health and benefits pricing projections, claims/cost reporting and analysis, funding alternatives modeling, and competitive pricing analysis. He worked collaboratively across departmental borders to cultivate information for problem-solving and provided for inbound requests, and he also created a commercial group data reporting mechanism for renewal underwriting and specific expense type reporting for high membership group renewals such as Methodist Health Care System and Houston Independent School District.
Edgmon earned an MBA from Sam Houston State University and a BBA from Abilene Christian University. He is a licensed General Lines Agent in Life, Accident, Health, and HMO.