You Are the "Why" Behind MGR

Background and Experience

Understanding the importance of listening as the foundation to building a long-term investment approach, Stephanie works with diligence and discipline to create strategies for building wealth designed to align with her clients’ values, unique circumstances, and aspirations.

For over 20 years, Stephanie has been developing and implementing customized investment strategies for her clients. Committed to long-term relationships, Stephanie strives to deliver a strong combination of investment management discipline along with an exceptional client service experience.

Prior to co-founding MGR Wealth Management, LLC in 2024, Stephanie began her career as a Financial Advisor working for both Wells Fargo Advisors and Morgan Stanley Smith Barney respectively since 2001.  She graduated from the University of South Florida with a Bachelor’s Degree in Interdisciplinary Social Science, specializing in Criminology and Sociology. Stephanie has earned both her CERTIFIED FINANCIAL PLANNER^® designation as well as the Certified Investment Management Analyst designation taught at University of Pennsylvania, The Wharton School. Stephanie has been named to Forbes Magazine's lists of America’s Top Women Wealth Advisors from 2020-2022, Best-in-State Wealth Advisors for 2022 and Top Women Wealth Advisors Best in State for 2024 and 2025.

Committed to community involvement, Stephanie has served on many boards and committees including the Walk Now for Autism Speaks and served as chair of The Women’s Council for the Fort Lauderdale Chamber of Commerce. She currently serves on the Adolph and Rose Levis Jewish Community Center Board of Directors, the Executive Committee as Vice-Chair of Inclusion, and the Helene and Roy Schwedelson Special Needs Department committee. She also serves on Jewish Federation of South Palm Beach County Business and Professional Division cabinet and PAC committee as well as Keshet, Programming and Evaluation national committee member.

Away from the Office

Stephanie is an avid sports lover.  She played junior competitive tennis through college and now enjoys golf, cycling, fitness and watching her beloved Miami Dolphins. A native Floridian, Stephanie currently lives in Boca Raton, where she has been a resident for more than 30 years with her wife Michele and their emerging adult-aged twins.

CA Insurance License 0I25207, Resident State Florida


<sup>2022 Forbes Top Women Wealth Advisors: Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21 (Source: Forbes.com). 2021 Forbes Top Women Wealth Advisors: Awarded March 2021; Data compiled by SHOOK Research LLC based on the time period from 9/30/19 - 9/30/20 (Source: Forbes.com). 2020 Forbes Top Women Wealth Advisors: Awarded April 2020; Data compiled by SHOOK Research LLC based on the time period from 9/30/18 - 9/30/19 (Source: Forbes.com).The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com) 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com). The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

See full list of winners: https://www.forbes.com/lists/best-in-state-women-advisors/</sup>

Bennett has over 30 years of experience in the financial services industry. Before co-founding MGR Wealth Management, LLC. in 2024, Bennett worked for Wells Fargo Advisors for over 12 years. His experience has also included positions at Oppenheimer and Co., Inc., Charles Schwab, Merrill Lynch and as a member of multiple commodity exchanges.

Bennett is committed to using a disciplined, planning based approach that emphasizes transparency and rigor to build trusting, life-long relationships with the families he is privileged to service.

Bennett's mission is to help his clients attain their financial goals and prepare them for life's transitions, challenges, and opportunities. He does this using his considerable experience and education in financial services.

A constant learner, Bennett graduated with a Bachelor’s Degree in English from Columbia University, has earned both the CFP^® certification and the Chartered Financial Analyst Charter, as well as completing the requirements for a Master of Science in Personal Financial Planning and is a Certified Exit Planning Advisor. These designations and diplomas are awarded only to those that individuals who complete a rigorous course of study and who dedicate themselves to maintain their technical competency and who abide by a strict code of ethics. Bennett is one of the few practitioners in the country that has all these accomplishments.

Away from the Office

When Bennett is not working, you will find him with his wife Katie and some or all of his 5 children, ages 29 to 9 enjoying Florida. He currently is a Cubmaster for Pack 832 in Stuart and is looking forward to getting his 3 younger daughters through the Eagle Scout requirements.

 
CA Insurance License 0I49960

Resident State Florida