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Phil Schlaepfer: Focused on Exceptional Client Service

Phil Schlaepfer serves as a wealth manager and managing director at First Republic Investment Management, providing high net worth clients expert guidance and seasoned perspective on investing and wealth management. A private wealth advisor and managing director of a “ Top 50 Private Wealth Management Team ,” Schlaepfer works tirelessly to understand client objectives and design wealth strategies that deploy, transfer and grow wealth effectively.  Focused on exceptional client service With each client, Phil Schlaepfer and his team focus on delivering a world-class experience, one that illustrates the importance of the clients ’unique financial objectives.  Schlaepfer’s team, the Phil Scott Group, is responsive, thorough and diligent, working closely with individuals and families to understand their priorities and tailor solutions that achieve a confident financial future.  Supported by the extensive resources of First Republic, Phil Schlaepfer and his team continue the tradi
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Phil Schlaepfer: Increased Opportunity

As Founder of the Schlaepfer Family Foundation, PhilSchlaepfer is committed to supporting organizations and local causes that share his core values. Established in 2020, Schlaepfer’s foundation offers grant funding for organizations that honor the sacrifice and service of servicemembers, provide support to families of servicemembers, and increase opportunities for individuals and families that demonstrate drive, conviction and promise.  The Schlaepfer Family Foundation supports such organizations as the Pacific Northwest Ballet, the Bellevue Police Foundation and Row to the Future.
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Phil Schlaepfer: Customizing the Right Approach

Phil Schlaepfer provides high-performance wealth management solutions tailored to meet each client’s unique goals and priorities. As a private wealth advisor and managing director of the Phil Scott Group at Merrill Lynch, Phil Schlaepfer helps high net worth clients design and implement customized strategies that deploy, grow and preserve wealth effectively. From investment management to private banking, Schlaepfer builds holistic solutions to achieve a more confident financial future. Barron’s named Schlaepfer’s team a “ Top 50 Private Wealth Management Team ” in 2020.
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Phil Schlaepfer: National Accolades

Phil Schlaepfer leads an award-winning wealth management team at Merrill Lynch. A private wealth advisor for more than 30 years, Schlaepfer offers the seasoned perspective high net worth clients trust to navigate the financial markets and pursue opportunities to deploy, steward and transfer wealth effectively. National accolades Phil Schlaepfer’s commitment to exceptional service and a world-class experience has helped numerous clients achieve their long-term financial goals. His reputation for excellence has resulted in several national accolades, including being named one of “ America’s Top 1,200 Financial Advisors by State ” and one of “ America’s Top 100 Financial Advisors ” for five consecutive years. Additionally, Schlaepfer recently earned a spot in Barron’s “ Advisor Hall of Fame .” At the same time, his team has been honored as a “ Top 50 Private Wealth Management Team ” and a “ Top 50 Institutional Consultant Team ” for 2020. Schlaepfer and his team provide comp
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Phil Schlaepfer: Trusted Financial Professional

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Phil Schlaepfer is an expert wealth management advisor who designs long-term financial strategies for high net worth clients. Schlaepfer’s investment strategies reflect the unique needs and objectives of each client. As a wealth management advisor at Merrill Lynch, Phil Schlaepfer leads a team of financial professionals who share his dedication to excellent customer service. Trustworthy Approach Phil Schlaepfer and his team build trust with clients by dedicating time to understand each client's unique needs and priorities. This information provides important context as they create long-term financial plans to meet the client's goals.  Schlaepfer’s dedication over the last three decades earned him a spot in Barron’s 2019 Advisor Hall of Fame . 
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Phil Schlaepfer: Experienced Investment Advisor

Phil Schlaepfer has been a successful wealth management advisor since 1984, entering the field shortly after graduating from the United States Naval Academy. Schlaepfer works at Merrill Lynch, where he leads a top-performing wealth management team and advises high net worth clients on deploying, growing and transferring wealth. Investment Experience Phil Schlaepfer is dedicated to his role as wealth management advisor and strives to provide his clients the world-class service they deserve. With more than three decades of experience in investing and portfolio management, Schlaepfer has the insight to help clients manage their wealth effectively. Phil Schlaepfer specializes in advising his clients on managing, stewarding, deploying, and transferring their wealth.  For more information on Schlaepfer, you can view his professional profile on LinkedIn . 
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Phil Schlaepfer: Team Leader

Phil Schlaepfer is a wealth management advisor and leader of a top-performing team at Merrill Lynch, where he has served since 1984. Schlaepfer started his wealth management career after graduating from the United States Naval Academy, where he earned degrees in general engineering and international relations. During the last three decades, Schlaepfer has continued to educate himself on relevant financial topics and emerging trends in the industry.  Team Leader Along with a seasoned team of financial professionals, Phil Schlaepfer provides high net worth clients an exceptional experience and unparalleled service. Schlaepfer’s expertise includes portfolio management, risk assessment, and asset allocation.  Many members of Schlaepfer’s team have worked together and collaborated for more than a decade, which is one reason why they continue to be a top-performing team. Schlaepfer’s team was recognized by Barron’s in 2019 as one of the Top 50 Private Wealth Advisory Teams and as
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