Electronic Communications | Stephens

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.


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 Businesses

Capital Management

We provide fiduciary investment strategies to public-and private-sector institutional clients through asset allocation, consulting, and retirement services.

Fixed Income Sales & Trading

Decades of proven performance and experience in providing tailored fixed income trading and underwriting services to major municipal and corporate issuers.

Institutional Equities and Research

Proven industry-leading research, global market insights, and client-focused execution.


Customized risk management, property & casualty, executive strategies and employee benefits solutions that protect our clients over the long term.

Investment Banking

We assist companies with accessing capital through innovative advisory and execution services that help firms achieve their strategic goals.

Private Capital

We have been a trusted and reliable source of capital for private companies for over 70 years.

Private Wealth Management

Our experienced Private Client Group professionals develop customized investment strategies to help clients achieve their financial goals.

Public Finance

We are a trusted municipal advisor with proven expertise in public financings. We also work with clients in negotiated and competitive municipal underwritings.

Electronic Communications

WARNING: All email sent to or from this address will be received or otherwise recorded by the Stephens Inc. email system and is subject to archival, monitoring or review by, and/or disclosure to, someone other than the recipient. Stephens Inc. does not accept securities orders via email. If you need to place a securities transaction, you must speak with a financial consultant.

The foregoing and any attachments have been prepared solely for informative purposes and do not represent a solicitation, personalized recommendation or offer, to buy or sell any security. These materials do not purport to be a complete description of the securities, markets or developments referred to in these materials. The information is obtained from sources which we consider reliable but we have not independently verified such information and we cannot ensure that it is accurate or complete. The information or opinions provided are subject to change without notice and do not necessarily reflect the opinion of Stephens Inc. Except for any attached written research reports, the information is not a research report or opinion and reflects only the opinions of author. Stephens Inc. and its employees, officers, directors, and/or affiliates may from time to time have a long or short position in the securities mentioned and may sell or buy such securities. Neither Stephens Inc. nor its representatives provide legal or tax advice. Since each individual's tax status may vary, please consult your tax advisor before making any decisions. Unless otherwise specifically indicated, this information is not to be considered your official notification of transactions and/or positions maintained/executed with Stephens Inc. Trade confirmations and month-end statements will remain as your documents of record. Past performance provides no assurance of future results. Advisory clients should read the Part 2 Form ADV or advisory brochure we have provided. Please contact your financial consultant with any questions. Any personalized information in this message is confidential and may not be used by or disclosed to anyone other than the intended recipient of this message. The information transmitted is intended only for the person to whom, or entity to which, it is addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, is prohibited. If you received this in error, please contact the sender and then delete and destroy all copies of the material. Insurance products offered through Stephens Insurance, LLC. Securities offered through Stephens Inc., Member NYSE/SIPC.