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.
President – Houston, Commercial P&C Advisor
Stuart Wallace joined Stephens in November 2015 as President of the Houston office. He was brought aboard to lead the initiative for Stephens Insurance by utilizing the Stephens Insurance platform expanding into the Houston marketplace and building the best in class team of Insurance specialists. Prior to joining Stephens, Wallace worked in multiple capacities of sales production, service and management roles at Arthur J. Gallagher for over 15 years. Most recently, he led the Gallagher Energy Practice as the Managing Director for the United States.
Wallace’s Energy experience ranges from upstream E&P (land & offshore), Service Contractors to Midstream Operations, Manufacturers & Distribution and to Downstream Contracting Operations, both domestic and international. This includes implementing various program structures such as Guarantee Cost, Deductible, Self-Insured Retentions and Captive Arrangements. He stresses the importance of understanding the client’s operations in order to properly create the most efficient insurance program for terms and conditions as well as pricing. He utilizes a consultative approach in handling client’s risk management exposures, risk appetite, renewal process and day-to-day servicing. Wallace’s professional training and education include Executive Development Training (2006-2010) and the professional designation of Certified Insurance Counselor (CIC). Wallace received a BA from the University of Texas in 1994.
Vice President, Commercial P&C Advisor
Executive Vice President, Commercial P&C Advisor
Commercial P&C Senior Account Manager
Assistant Vice President, L&H Benefits Senior Account Executive