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

Brad Nelson

Managing Director

(214) 258-2763 Send a message
Energy & Clean Energy Transition
Brad Nelson

Mr. Nelson joined Stephens in May 2009 as a Managing Director. Mr. Nelson most recently served as a Managing Director at Energy Capital Solutions where he was a founder and employed for the last seven years. Prior to joining ECS in 2001, Mr. Nelson was an Associate in Bear Stearns’ Energy Group, focusing primarily on E&P and oilfield services transactions. Prior to joining Bear Stearns, Mr. Nelson was an Associate with Koch Ventures, the private equity arm of Koch Industries. While at Koch, he focused on providing private capital to energy and technology-related companies. Mr. Nelson received his BS from Oklahoma State University and his MBA from the University of Oklahoma.

Print