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.
Commercial P&C Account Manager
Teresa Reed is an Account Manager in the Property & Casualty division of Stephens Insurance. In her role, she handles client account on a daily basis with tasks including invoicing, premium financing arrangements, accounting internally and with carriers, certificate of insurance, automobile ID cards, endorsements, and audits. She maintains frequent client and carrier contact and correspondence and handles policy and premium agreement review and processing of all policy transactions. She is also responsible for onboarding new employees in the Birmingham office.
Prior to joining Stephens, Reed worked for an insurance brokerage agency for 15 and has a background in graphic design.
Reed is licensed in Property & Casualty and is a Certified Insurance Service Representative (CISR).