Max Neely | Public Finance | Stephens

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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.


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

Max Neely, CFA

Vice President

(601) 605-5665 Send a message
Max Neely

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 Uniform State Law Securities Agent and has passed all three levels of the Chartered Financial Analyst (CFA) Program.


Team Members

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