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.
Mr. Neely joined Stephens Inc. in August 2015 as an analyst in the Nashville, Tennessee Public Finance office. Prior to joining Stephens, Mr. Neely worked in the equity research department of Sterne Agee covering Banks & Thrifts based in the Southeast and Midwest. He is a graduate of the University of Mississippi where he obtained his Bachelor of Business Administration Degree with an emphasis in Finance and Real Estate. He also holds a Master of Finance Degree from the University of Denver. Mr. Neely is a registered Municipal Advisor Representative, Municipal Securities Representative, a Registered Investment Advisor Representative, and a CFA® Charterholder.