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.
Kelly serves as a Financial Consultant and began her career at Stephens in 2022. Kelly says, “My top priority is to build trust with clients while working to understand your financial goals and implement a plan together that helps meet your short-term and long-term needs.”
She graduated from the University of Florida with a Bachelor of Science in Health Education and Behavior with an emphasis on Community Health in 2009.
Prior to joining Stephens, Kelly worked at FIS and assisted financial institutions with the implementation of mobile wallets.
Kelly enjoys playing soccer and tennis as well as cheering on the Florida Gators. Her favorite activities include going for outdoor runs and reading. Kelly is also involved with her local church.