Stephen Mergler is currently the southeast market manager for SVP Private. Previously, Stephen served as an executive managing director at Boston Private until 2021, when Boston Private was acquired by SVB. In his role, he leads a team of 12 private wealth advisors, primarily based in Florida, and he oversees the SVB Private offices in Miami and Palm Beach Gardens. Stephen delights in mentoring his team of advisors and helping them with client needs.
Stephen has more than 25 years of experience in private wealth advisory services, guiding strategic investment planning and management for clients whose complex wealth requires meticulous service, care and trust. Stephen has helped clients plan their financial futures and, throughout the years, has celebrated with them as they have realized their financial dreams. He enjoys creating and sustaining long-lasting relationships that bridge his work of holistic family wealth planning to the next generation — and he feels privileged to hold a position of valued confidence that often spans decades.
Before his time at Boston Private, Stephen was a portfolio manager for Banyan Partners, acquired by Boston Private in 2014. Earlier, he spent time with Rushmore Investment Advisors, as well as Northstar Capital Management, where he was a founding partner and president. Stephen began his career in wealth management in 1997 as a vice president for Loomis, Sayles & Company. Prior to his career in wealth management, he was a practicing trial attorney with Peterson & Bernard, a multi practice firm in Florida, as well as serving as an assistant attorney for the Office of the State Attorney of Florida, based in the Orange County office.
Stephen earned a bachelor’s degree and a juris doctorate from the University of Florida. Stephen is an emeritus board member and past officer with St. Anthony Foundation for Education (SAFE) in Fort Lauderdale, a nonprofit organization to initiate and oversee programs for the long-term fundraising needs of St. Anthony School.
He is the father of three teenage daughters. Outside of the office, Stephen is a distance runner who has completed seven full marathons, a history aficionado and fervent fan of the University of Florida Gators and Arsenal Football Club.
The person named an investment advisor representative of SVB Wealth LLC (an SEC registered investment adviser). adviserinfo.sec.gov
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