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.
Carly White joined Stephens Insurance in 2024 as a Personal Lines Assistant Account Manager in the Property & Casualty division. In this role, she aligns with clients to manage their cost of risk, enhance profitability, and drive efficiency to help solve their problems, identifies and quantifies a client’s risk for various personal lines to achieve lower insurance premiums and cultivate long-term relationships, and compare client's current insurance policy to their renewal policy to continue to ensure their assets are properly insured.
Prior to Stephens, White worked as an account executive for an insurance agency where she sold over $150,000 in premium within 6 months, created her own book of business by using various marketing strategies such as social media, event planning, drop ins, and cold calling, and evaluated client risk for their personal lines and used knowledge of the market and carriers to find the best policy for each client from start to finish.
White earned a BA in Exercise Sport Science from Texas State University. She is a licensed General Lines Agent in Property & Casualty.
National Producer Number: 20764900