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

Kelly Gee

Financial Consultant

(318) 934-6131 Send a message
Kelly Gee

Philosophy & Approach

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.”

Experience & Education

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.

Personal

Kelly enjoys playing soccer and tennis as well as cheering on the Florida Gators. Her favorite activities include going for outdoor runs and reading.

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