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.
Robert Vo joined Stephens Insurance in 2024 as a Senior Account Manager in the Property & Casualty division. In this role, he delivers service to clients by negotiating quotes, assisting with workflow processes, and providing routine client support. He also contributes to client retention by strengthening relationships through effective account management and maintenance, ensuring client satisfaction and delivering value to both clients and prospects.
Robert brings eight years of industry experience with a background in Hospitality, Real Estate, and Energy. He specializes in high-quality client service, negotiating quotes, and providing routine support. Additionally, he has over four years of experience in customer management and supply chain, focusing on warehouse inventory, purchase orders, expediting, blanket orders, vendor negotiations, and vendor contracts.
Robert earned a BS in Construction Science from Texas A&M University. He also has a Texas P&C All General Lines License and is a Commercial Lines Coverage Specialist (CLCS).