We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.
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 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.
We are committed to corporate philanthropy; economic and financial literacy advocacy; and diversity, equity, and inclusion initiatives.
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.
We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.
Cory Grummer, CFP® Professional is a Senior Vice President and leader of the Wealth Planning team at Stephens. She has a background working as a financial analyst in private equity and in the public sector. In 2013, Cory joined Stephens where she now works with clients to create comprehensive financial plans for various stages of life. Cory particularly enjoys estate planning and helping families create strategies to achieve their legacy and charitable goals. She is inspired by seeing the empowerment clients gain and the success they enjoy from having a long-term financial plan.