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.
Shannon Martinez joined Stephens Insurance in 2023 as a Senior Account Manager in the Property & Casualty division. She works alongside her team in coverage review and marketing efforts for new and existing clients, specializing in property, casualty, and management liability coverages in Real Estate and Hospitality.
Martinez has over 7 years of insurance industry experience with over 5 of those years being in Real Estate and Hospitality. Prior to Stephens, she worked as an account manager and service team supervisor for a large global broker, servicing a large book of business focused on 300+ golf courses.
Martinez is licensed in both Property & Casualty and Life & Health and currently holds a Commercial Lines Coverage Specialist (CLCS) designation.