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

Paul M. Moorman

Managing Director

(214) 258-2773 Send a message
Energy & Clean Energy Transition
Paul M. Moorman

Mr. Moorman joined Stephens in 2013 as a Managing Director in the Energy Group based in Dallas. Prior to joining Stephens, Mr. Moorman worked in Southwest Securities, Inc. in the Corporate Finance Group, Lazard Freres & Co. as part of the Global Energy Group in the Houston office and with the investment banking division of Citigroup Global Markets, Inc. in the Global Energy Group in New York and the Dallas office. Mr. Moorman has significant experience assisting clients across the energy sector particularly in the Oilfield Services and Midstream (particularly Master Limited Partnerships) sectors. He has completed a wide variety of transactions including mergers and acquisitions (including fairness opinions), corporate advisory assignments, leveraged/management buyouts, recapitalizations, public and private debt and equity (including IPOs) offerings and bank financings for both public and private companies. Prior to his investment banking career, Mr. Moorman worked for an international consulting engineering firm with a particular focus on assisting clients in the energy and petrochemical industries. Mr. Moorman received an M.B.A. from the Jesse H. Jones Graduate School of Management at Rice University, an M.S. in Environmental Science from Louisiana State University and a B.S. in Biology from Boston College.

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