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

Kaleb Lovertich

Financial Consultant

(601) 605-5671 Send a message
Kaleb Lovertich

Philosophy & Approach

Kaleb serves as a Financial Consultant and began his career at Stephens as a member of the Private Client Group’s wealth management analyst program, which develops and trains the firm’s next generation of seasoned professionals. Kaleb’s top priority is developing deep, trustworthy relationships with his clients to help create a comprehensive wealth management plan that best fits each of their unique goals and aspirations – no matter how big or small. He works alongside Lane Cockrell and Wayne Thomas.

Experience & Education

He graduated from Mississippi State University with a Bachelor of Accountancy in 2020.

Personal

Kaleb enjoys golfing, hunting and fishing. His favorite activities include spending time with friends, family and his Golden Retriever as well as cheering on the Mississippi State Bulldogs.

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