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.
Preston Simpson joined Stephens Insurance in 2021 and currently serves as a Risk Analyst for the Commercial Property & Casualty division. He supports account teams by facilitating competitive analyses to provide clients with cost-effective risk management solutions.
Since joining Stephens, Simpson has worked as a Policy Review Analyst and Data Analyst to gain further insight in claims and loss analytics before progressing to his current role.
Simpson earned a BBA in Finance from the University of Arkansas and holds an Arkansas Property & Casualty Producer license.
California License Number: 4375253