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The SLB Wealth Management Group 

The SLB Wealth Management Group

Global Wealth Management

Merrill Lynch
1200 howard boulevard
Floor No. 3
mount laurel, NJ  08054 

Phone(888) 939-9630

Email:  

Directions to Branch

Professional Profile

The SLB Wealth Management Group is a leading wealth management team that caters to a select group of high net-worth individuals, corporate executives, and their families. Their focus is to deliver the ultimate wealth management experience to clients. Their team cultivates deep, long-term relationships by providing exceptional service, a comprehensive approach to wealth management, and a disciplined approach to investing.

Whether their clients have accumulated their wealth during a successful career, from selling a business, or a family inheritance, the experience of the SLB Wealth Management Group in managing, building, and preserving wealth allows their clients to pursue the goals in life that matter most to them. They believe that true financial success is achieved when your wealth enables you to reach your personal goals.

Some of the services that differentiates the SLB Wealth Management Group:

• Personalized Services including family wealth planning, investment management and asset allocation strategies, tax planning, retirement income planning, and risk management strategies
• Strategies for stock options, restricted stock and concentrated positions
• Recommendations for 401(k) allocations and pension distributions
• Social Security timing and maximization strategies
• Trust & Estate Planning Services
• Timely and relevant communications on the economy, financial markets, and tax law changes
• Client educational and appreciation events throughout the year


The SLB Wealth Management Group truly cares about making a positive difference in the lives of their clients. By being a client advocate on all wealth matters, along with their experience and providing personal attention, their team’s approach to wealth management is comprehensive with the highest standard of service.

Steven M. Springer, CIMA®
Senior Vice President - Wealth Management
Wealth Management Advisor
Portfolio Manager, PIA Program

Steven Springer has been helping clients with wealth management strategies and services since 1996. After spending his entire career at Morgan Stanley, in 2012 he moved with his wealth management team to Merrill Lynch. His investment philosophy promotes a disciplined approach to investing where every plan is tailored to the individual needs of each client. Steve acquired his Master of Science degree from Old Dominion University in Norfolk, Virginia and Bachelor degree from Temple University in Philadelphia, Pennsylvania. Steve has earned the Certified Investment Management Analyst® designation (CIMA®), administered by Investment Management Consultants Association and taught in conjunction with The Wharton School of Business at the University of Pennsylvania. Steve is a member of the Investment Management Consultants Association(IMCA). He is married and lives with his wife and 3 children.

Gregory P. Lofgren, CFP®
Vice President
Wealth Management Advisor

Gregory Lofgren, CFP® began his career in financial services in 1998 before joining Morgan Stanley in 1999. In 2012, he moved with his wealth management team to Merrill Lynch. Greg focuses on building long-term client relationships and providing first-rate client service. Greg earned the Certified Financial Planner™ (CFP®) designation from the Financial Planning Board of Standards in Denver, CO. Greg graduated from The College of New Jersey with a Bachelor of Science degree in Finance. He is married and lives with his wife and daughter in Moorestown, NJ.

Gil Bovell, CRPC®
Senior Financial Advisor

Gil Bovell, CRPC® started his career at Morgan Stanley where he has been helping clients with financial strategies for nearly ten years. In 2012, he moved with his wealth management team to Merrill Lynch. Gil is committed to helping clients accumulate and preserve investments through asset allocation and wealth planning. Gil earned the CRPC® designation from the College for Financial Planning. Gil graduated from Rowan University with a Bachelor of Science degree in Business Management. He is married and lives with his wife and 2 children in Pine Hill, NJ.

Client Commitment


Gilbert Bovell is registered to do business in:CA, CO, CT, DE, FL, IL, MA, MD, MN, NC, NJ, NY, OH, PA, SC, TN, VA, WA

Steven M. Springer is registered to do business in:CA, CO, CT, DE, FL, IL, MA, MD, MN, NC, NJ, NY, OH, PA, SC, TN, VA, WA

Gregory P. Lofgren is registered to do business in:CA, CO, CT, DE, FL, IL, MA, MD, MN, NC, NJ, NY, OH, PA, SC, TN, VA, WA

Gil Bovell is registered to do business in:CA, CO, CT, DE, FL, IL, MA, MD, MN, NC, NJ, NY, OH, PA, SC, TN, VA, WA

For questions regarding registration information please contact your Financial Advisor.
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