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.
Bo Thompson joined Stephens Insurance in 2024 and is an Assistant Account Manager in the Property & Casualty division. In this role, he supports his team in day-to-day account operations including account maintenance, invoicing, and issuing certificates of insurance.
Prior to Stephens, Thompson worked as a analyst for an electric utility company and analyzed and conducted diligence on potential investments in oil and gas royalty streams and managed an outbound calling effort to acquire new clients for the company.
Thompson earned a BA in Economics from the University of Texas at Austin.