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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 bettering the communities where we live and operate. We do this by supporting corporate philanthropy, economic and financial literacy advocacy, and professional success.

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.

Stephens & Atlassian Williams F1 Team

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.

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.

Capital Thinking

Advising Like Owners – Building Real Client Relationships

Oct 15, 2025

At Stephens, building relationships helps us achieve clients’ goals. We take the mindset of "what would we do if we owned this business." Stephens does not pitch clients on a "one size fits all” approach. Rather, we learn their business, their pain points, their goals and their dreams and work to help them maximize outcomes over the long term.

About the Experts

Stan Dimitrov

Senior Vice President, Investment Banking

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Joe Mowery

Managing Director, Head of Dealerships, Investment Banking

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  1. This interview was conducted by Stephens’ Investment Banking Department personnel for informational purposes only for distribution to clients and prospective clients. It is not a solicitation, recommendation or offer to buy or sell any security and does not provide information on which an investment decision to purchase or sell any securities could be based. It does not purport to be a complete description of the securities, markets or developments referred to in this interview. This interview is not a research report, was not conducted by Stephens’ Research Department or by any research analysts or other persons licensed or qualified as research analysts, is not subject to the same rules and procedures as a research report, is not intended to provide a sufficient basis for an investment decision, is not intended for distribution to any retail customers and should not be considered a research report. Stephens does not make (and is prohibited from making) any promise of favorable research coverage. Any views expressed in this interview may differ from those of Stephens or of Stephens’ Research Department. Information discussed in this interview was obtained from sources considered to be reliable, but Stephens has not independently verified any information discussed in this interview and does not guarantee that it is accurate or complete. No representation or warranty, express or implied, is made as to the accuracy, completeness, or correctness of any such information. To the full extent permitted by law, neither Stephens nor any other person accepts any liability whatsoever for any direct, or indirect or consequential loss or damage arising from any use of the information discussed in this interview. No subsequent publication or distribution of this interview shall mean or imply that any such information remains current at any time after the date the interview was conducted. Stephens does not undertake to advise you of any changes in any such information. Additional information is available upon request. Please assume that Stephens or its employees or affiliates hold long or short positions in any of the securities mentioned and at any time may sell or buy any such securities, make a market in any such securities, conduct underwritings for any such securities or provide other investment banking services involving any of such securities. The views and opinions expressed in this interview are those of the speaker, or the person(s) to whom such view or opinion is attributed, and do not necessarily reflect the opinions of Stephens or any other person or entity. Any expressions of opinion or forward-looking statements included in this interview are based on information available on the date the interview was conducted, speak only as of such date and are subject to change without notice. No assurance can be given that any of such opinions or statements will prove correct. Artificial intelligence tools are often used in the preparation of this interview and other materials prepared by Stephens’ Investment Banking Department, including assisting in data analysis, pattern recognition, and content drafting for this interview and other materials. Nothing in this interview should be viewed as accounting, tax, regulatory or legal advice; please contact your professional accounting, tax, regulatory or legal advisors for such advice. “Stephens” (the company brand name) is a leading family-owned investment firm that includes Stephens Inc. (member NYSE/SIPC), Stephens Investment Management Group, LLC, Stephens Insurance, LLC, Stephens Capital Partners LLC and Stephens Europe Limited (Registered office: 12 Arthur Street, London, EC4R 9AB, Registered number 8817024), which is authorised and regulated by the Financial Conduct Authority. © 2026 Stephens