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.

Public Finance

What We Do

Since 1933, we have provided advisory and underwriting services on many transactions, supporting critical projects ranging from hospitals to courthouses to roads and education facilities.

Our Services

Stephens Public Finance is a recognized leader in general obligation and revenue bonds. We work directly with Stephens Fixed Income Sales & Trading on all transactions, which provides valuable insights on the pricing of our clients’ bonds through our participation in the municipal bond market.

Underwriting

Deep experience in negotiated and competitive underwritings offers our clients unmatched knowledge and expertise. Stephens consistently ranks in the Top Five underwriters nationwide for the number of sales tax issues sold.

Municipal Advisory

As a full-service investment bank, Stephens Public Finance is a registered municipal advisor to a wide range of issuers. We have extensive expertise in designing and structuring municipal financing transactions.

Sectors

Our team employs expert insight and real-time analytics to determine the most appropriate financing vehicle to best meet the current needs of our clients and to set them up for future success. We carefully define the appropriate debt level required to fund each project while protecting our clients’ credit profile and minimizing the impact on their citizens and customers.

Education

We are a trusted underwriter and advisor to K-12 and higher education institutions with varying needs across the country.

Utilities

Healthcare

Recreation

Transportation

Other Areas of Expertise

From Our People

As a former public official, I appreciate being part of a firm that always strives to do what is in the best interest of the communities and public institutions we serve.

Jason Holsclaw
Senior Vice President, Public Finance

Contributing to a firm with such deep roots in Public Finance makes my work feel especially meaningful. I can see the positive impact Stephens has on the communities that we serve. This inspires me to do my best and continually develop my skills.”

Lindsey Ollar
Vice President | Analyst, Public Finance

News & Perspectives