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.
Stefanie Zepeda joined Stephens Insurance in 2023 as an Account Executive in the Property & Casualty division. She works with Producers to create tailored programs for client needs, focusing on self-insured retentions, captives, property placements, deductible buy-downs, and excess towers. She also serves as the internal team lead and coordinates with other team members to meet client expectations.
Prior to Stephens, Zepeda handled a $4M book of revenue comprised of Oil & Gas, Transportation, Construction, Manufacturing, and Real Estate.
Zepeda earned an AA from Lone Star College and is a Certified Insurance Counselor (CIC) and Commercial Lines Coverage Specialist (CLCS).