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.
Sherri Davis serves as Senior Account Manager and is responsible for providing advice, assistance and follow through on all issues that arise in the day-to-day activities of customer service. She is also well versed in the marketing of all the benefit plans having served as the coordinator of the renewal and proposal process when joining Stephens in 2013.
Davis holds a license as a life and health agent in Arkansas. She has a calm and collected personality and is very resourceful in her efforts to tackle complex issues.
National Producer Number: 17540413
