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 corporate philanthropy; economic and financial literacy advocacy; and diversity, equity, and inclusion initiatives.
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.
We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.
Will Ogilvie joined Stephens Insurance, LLC is the summer of 2017 as Vice President of the Life and Health Practice in Houston. In his role, he works with business leaders to identify opportunities to improve employee benefit programs and administrative services as well as to manage costs. Ogilvie collaborates with clients to design tailored solutions to advance overall business goals.
Ogilvie brings 16 years total experience to Stephens. Prior to joining the firm, he was a Director for Ascende, an EPIC Company, a top 20 national insurance brokerage. Before taking his role at Ascende, he was a director for DirectPath, LLC a privately held leader in strategic employee engagement and healthcare compliance for Fortune 1000 companies. Ogilvie also served as Regional Vice President for RS Investments, where he managed over 3,500 financial advisor relationships and delivered educational presentations, seminars, and other public speaking engagements as an industry thought leader for the company.
Ogilvie holds a Bachelor of Science Degree in Business Administration and Accounting from Washington & Lee University in Lexington, VA.
National Producer Number: 18183327