Who We Are

What We Do

We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.

About Us

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 Stephens Story

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.

Leadership

Our reputation as a leading independent financial services firm is built on the stability of our longstanding and highly experienced senior executives.

Impact Initiatives

We are committed to corporate philanthropy; economic and financial literacy advocacy; and diversity, equity, and inclusion initiatives.

Our Brand Ambassadors

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.

Making Connections

We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.

Our People

Stacy Pettis

Vice President, Commercial P&C Account Executive

(713) 881-6638 Send a message
Stacy Pettis

Stacy Pettis joined Stephens Insurance in 2020 as Vice President where she
works alongside Johnny Braniff and the Houston team in the Real Estate and
Multi Family industry space.

Pettis specializes in Risk Management with an emphasis on policy detail. She has over 25 years of experience in the industry, and has a diverse insurance background ranging from personal lines to medical malpractice and large commercial risks. Pettis has in depth knowledge of various program structures including self insured retentions, captive insurance programs, and risk retention groups.

Prior to joining Stephens, Pettis worked as the Chief Operating Officer at a boutique firm in the Houston area where she successfully managed a complex book of business with several different industry sectors. She has also held roles at USI Insurance Services in the Healthcare Division, and Allstate.

Pettis was nominated for the Independent Insurance Agents of Texas Account Manager of the Year award in 2019 and has won several awards throughout her career. She holds a Texas Property Casualty license and is actively pursuing her next designation, Certified Insurance Counselor (CIC).

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Team Members

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