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.
Emily Harvey joined Stephens Insurance in 2023 as an Assistant Account Manager in the Property & Casualty division. In this role, she assists clients with daily tasks, such as certificates and ID cards, ensuring their needs are met. She also maintains client information and processes new business, policy changes, and renewals.
Prior to Stephens, Harvey oversaw students' education as a middle school and high school math teacher. She also worked as an accounts payable specialist where she managed payable accounts for 42 stores and 2 warehouse locations.
Harvey earned a M.Ed. in Curriculum & Instruction and an MBA, with emphasis on Taxation, from the University of Texas at San Antonio and has a BS in Accounting from the University of South Carolina. She is a designated Associate in Insurance (AINS).