Posts

Showing posts from December, 2018

Phil Schlaepfer: Nationally-Recognized Businessman

Phil Schlaepfer is a seasoned businessman with decades of experience in the financial industry. Schlaepfer has been honored by Barron’s as one of “America's Top 100 Financial Advisors” from 2007 to 2012 and from 2014 to 2018. He has spent more than 30 years working with Merrill Lynch as a wealth management advisor, and is the leader of one of the firm’s top-performing teams. Based in the Greater Seattle area, Schlaepfer is an active community member who goes out of his way to help others. Phil Schlaepfer joined Merrill Lynch over three decades ago after graduating from the U.S. Naval Academy with degrees in international relations and general engineering. After spending long hours educating himself on finance, investing and wealth management, he became the nationally-recognized businessman he is today.

Phil Schlaepfer: Leading a Top-Performing Team

Phil Schlaepfer is a respected Merrill Lynch wealth management advisor and managing director who has more than three decades of financial experience. Phil started his career with the firm after graduating from the U.S. Naval Academy, and later created one of the firm’s top-performing groups to better serve his clients. Many of his team members have worked together for nearly two decades.

Phil Schlaepfer: Assisting Nonprofit Organizations

Phil Schlaepfer is a wealth management advisor, director and leader at Merrill Lynch, where he has worked for over three decades. He has been honored by Barron’s as one of “America's Top 100 Financial Advisors” from 2007 to 2012 and from 2014 to 2018. He has received several other national recognitions for his professional excellence throughout his career. Outside of work, Phil Schlaepfer enjoys supporting nonprofits and other organizations around the Seattle community. Row to the Future, Erg Ed, Pocock Crew, Seattle Children’s Hospital and the Pacific Northwest Ballet are just a few of the local organizations to which he and his family have provided support. Would you like to learn more about Phil Schlaepfer and his team at Merrill Lynch? If so, click here to be directed to his team’s page, where you can read about each member and the services they offer.

Phil Schlaepfer: Understanding the Investment Climate

Phil Schlaepfer is a respected businessman who works as both a managing director and a wealth management advisor with Merrill Lynch. He leads a top-performing team of skilled professionals who together provide the best possible services to their clients. Helping clients understand the investment climate, and how they can use it to their advantage, is among the team’s many talents. Understanding the investment climate requires years of experience and deep expertise. The climate is determined by the complex financial and economic conditions impacting the country you live in, and it is influenced by factors such as national security, crime, poverty, taxes, property rights and more. If you would like to keep reading about Phil Schlaepfer and the top-performing team he leads at Merrill Lynch, click here . On his team page, you will find complete details about each seasoned team member and the services they offer their clients.

Phil Schlaepfer: Wealth Management

Phil Schlaepfer is an award-winning financial professional who has been named by Barron’s as one of “America's Top 1,200 Financial Advisors: State by State” from 2009 to 2011 and from 2015 to 2018. Mr. Schlaepfer is a Merrill Lynch wealth management advisor and managing director with over 30 years of experience. As a wealth management professional, Phil Schlaepfer provides high-level service to affluent clients seeking financial advice, investment advice, tax services and accounting services. Wealth management with a team like Schlaepfer’s is about more than just advice – it is a holistic approach for high-net-worth individuals to oversee their estates and protect future financial needs. If you do not have a wealth management plan, consider speaking with a wealth management advisor in your area to get started today. To learn more about Phil Schlaepfer ’s leading team at Merrill Lynch, click here for information about their services and experience  https://philscottme...