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 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.

Insurance

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.

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Insurance

STEPHENS INSURANCE HIRES OIL & GAS INDUSTRY VETERAN DAVID ZARR

Oct 31, 2022

(LITTLE ROCK, AR: October 31, 2022) – Stephens Insurance, LLC, an affiliate of Stephens Inc., today announced the hiring of David Zarr as Executive Vice President. He brings more than 25 years of experience in the insurance brokerage industry with a deep focus on the energy sector. He will be based in the Houston office of Stephens Insurance.

“David is a terrific addition to Stephens Insurance. His considerable industry expertise will be fundamental to our increasing oil and gas client portfolio in Houston and other key markets. We look forward to working with David to achieve client objectives and realize market opportunities,” stated Miles Stephens, President and Chief Executive Officer of Stephens Insurance.

In his new role, Mr. Zarr will help grow the Stephens Insurance presence in the Houston market and expand the firm’s capabilities serving clients in the oil & gas industry. He joins Stephens Insurance from Marsh. Prior to its acquisition by Marsh, Mr. Zarr spent over 20 years with Wortham, where he rose to the rank of Managing Director. He began his professional career with JH Blades. Mr. Zarr received a BBA and an MBA from the University of Texas at Austin.

Mr. Zarr has a non-solicitation agreement with his former employer which prevents him from soliciting clients he previously serviced for a period of one year. Mr. Zarr and Stephens will honor this agreement and will not solicit these clients in accordance with applicable law.

About Stephens Insurance, LLC.

Stephens Insurance is headquartered in Little Rock, Arkansas and is one of the largest privately owned insurance brokerages in the mid-South. We currently have 150+ associates throughout our network of offices in Fayetteville, Dallas, Jackson, Birmingham, and Houston. Stephens Insurance is located at 9 Greenway Plaza, Suite 1910, Houston, Texas 77046, phone number (855) 407-9850.

About Stephens


“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.

Stephens Inc. is headquartered in Little Rock, Arkansas. Founded in 1933, Stephens Inc. provides securities brokerage, investment banking and other financial services to a broad client base which includes corporations, state and local governments, financial institutions, institutional investors and individual investors throughout the United States and overseas. Stephens Inc. (Home Office: 111 Center Street, Little Rock, AR USA, 501-377-2000) is regulated by the Securities and Exchange Commission and the Financial Industry Regulatory Authority. Member SIPC/NYSE. For more information, visit www.stephens.com.

Media Contacts:
Chenoa Taitt, Stephens Inc.

212-891-1742 / [email protected]

Creighton Abrams, Stephens Inc.

212-891-1712 / [email protected]

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