Merit | Jacksonville Location

CRPC®
Wealth Manager, Branch Manager

Stephen Frick is a Wealth Manager and the Branch Manager for Merit Financial Advisors in Jacksonville, FL. He brings to the table 17 years of experience in both the banking and wealth management industries. Stephen believes that wealth management is more than providing advice on how to invest your money. His approach is built on the foundation that every individual has unique goals and priorities and that a sound financial plan should be tailored to meet what's most important to you. As a Chartered Retirement Planning Counselor™ (CRPC®), Stephen focuses on educating his clients on the important financial decisions that come with planning for and successfully navigating through retirement.

Stephen was born and raised in Jacksonville, FL, attending Bishop Kenny High School. From there, he attended the University of Florida, graduating from the Warrington College of Business with a degree in Business Administration and a minor in Mass Communications. 

Stephen and his wife Olivia are proud parents to their son Finn and daughter Elle. The Frick Family spends their time attending church, the kid's soccer matches and basketball games, and playing cards and board games. When he isn't spending time with family, Stephen is an avid golfer and enjoys attending sporting events and concerts. If you asked his closest friends, they'd tell you his true passion is music and sports trivia. He loves a good-natured challenge, so be sure to let him know if you have a good trivia question you think will stump him!