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.
Stephens is the official investment banking partner of Williams Racing, one of the most winning teams in F1 history. We share that tradition of success.
We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.
Vice President, Commercial P&C Senior Account Manager
Tracie Tucker joined Stephens Insurance in 2006 and currently serves as a Senior Account Manager for Risk Management in Property & Casualty, partnering alongside the risk management team to handle client accounts and assisting clients with day-to-day service issues, such as policy changes, and responding to certificate of insurance requests.
Prior to Stephens, Tucker worked as a senior account manager for two large insurance brokers, servicing national and large middle market accounts, and as a personal lines and commercial lines service representative. She has been in the insurance industry for 35 years.
Tucker holds a Certified Insurance Counselor (CIC) designation.
California License Number: 4375727