Stephanie Fernandes

Stephanie has worked in financial services for more than a decade, bringing a wealth of experience and a passion for helping clients live purposeful, financially confident lives. She joined Mercer Advisors in 2020 after serving in client-facing roles at both a boutique RIA and a large investment firm in Houston. For eight years, she has worked directly with clients in various roles, including associate, financial planner, and wealth advisor.

Now serving as a regional vice president, Stephanie meets with prospective clients to understand their needs and share how Mercer Advisors can support their goals. She draws on her career experience and knowledge as a CERTIFIED FINANCIAL PLANNER® Professional, along with the firm’s robust resources, to present tailored solutions for individuals and families.

Stephanie earned her bachelor’s degree in finance from St. Edward’s University in Austin, Texas. Her own financial challenges growing up taught her that building wealth is only the beginning; lasting financial independence requires knowledge, partnership, and trust. She believes in meeting clients where they are and helping them move forward with clarity and confidence.

Outside the office, Stephanie enjoys spending time with her husband and two children, lifting weights, playing tennis, traveling, cooking, and hosting friends and family. A proud Houstonian, she also loves exploring the city’s diverse culinary scene, museums, and cultural offerings, and cheering on the Texans.