Stephens will never ask clients or prospective clients for personal or financial information, or provide investment advice, via social media, or WhatsApp.
If you have any questions or concerns about someone from Stephens contacting you, please call your Stephens Representative or reach out to us via our Contact Us form.
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 bettering the communities where we live and operate. We do this by supporting corporate philanthropy, economic and financial literacy advocacy, and professional success.
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.
Stephens is the official investment banking partner of Williams Racing, one of the most winning teams in F1 history. We share that tradition of success.
We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.
Stephens can help finance education projects for K-12, colleges, and universities—including facility upgrades, classroom technology, student housing, and resources for teachers and staff.
Stephens can help finance medical facility projects, tech upgrades, and accessibility improvements for hospitals, including single specialty, general acute care, and children’s hospitals.
Stephens can help finance Public Safety projects supporting first responders, including fire, police, EMT services, and correctional facilities, to enhance emergency response and public protection.
Stephens can help finance recreation projects of all sizes—parks, arenas, convention centers, and more—to enhance community life at city, county, and state levels.
Stephens can help finance transportation projects of all sizes—from crosswalks to airports—supporting commerce and community connection through roads, bridges, railways, ports, and more.
Stephens can help finance utility projects—water, sewer, electric, broadband, and more—supporting essential services with a solutions-focused approach to ESG risks for community infrastructure.
Stephens public finance has a long history of offering underwriting and municipal advisory services for public projects. We are a proven advisor to the communities where we live and work. As an independent, family-owned company, at Stephens our focus is on the needs of our clients in the communities they serve.
We provide capital raising solutions to municipal issuers across the southern United States.
Public entities and institutions choose Stephens for our in-depth understanding of strategies for issuing tax-exempt and taxable debt. Several of our bankers have held local and state-level positions with cities, counties, school districts and hospitals. We see things from both an issuer’s and underwriter’s perspective.
Underwriting
We apply our deep expertise at managing the pricing process, and leverage our large distribution network, to help issuers access capital for projects in alignment with their long-term strategic goals.
Municipal Advisory
We serve in a fiduciary capacity to design and structure transactions. This encompasses assisting with the selection of bond underwriters, advising on the method of sale, conducting cash flow and refunding analyses, and more.
School Districts
Municipalities
Local Government Agengies
State-level Agencies
Education
K-12 public schools, community colleges, and universities
Utilities
Energy, telecoms, water and sewer, sanitation, and flood control projects
Transportation
Roads, bridges, tunnels, railways, airports, and parking
Healthcare
Single specialty, general acute care, and children’s hospitals
Recreation
Parks, stadiums, convention centers, fitness and community centers
Public Safety
Fire departments, police departments, EMT, and correctional facilities
“Our reputation is our most important asset. Each banker works to create innovative solutions for issuers that address their unique circumstances. With the full scope of our resources and our capital strength, Stephens adds value for our clients. As a privately-held, family-owned firm, we are not distracted by competing external considerations. We remain focused on acting on our client’s behalf.”
Leigh Ann Biernat, CPA, Executive Vice President, Head of Public Finance
