Phil Schlaepfer - Merrill Lynch Wealth Management Advisor

Phil Schlaepfer is a wealth management advisor and managing director at Merrill Lynch. Phil Schlaepfer, leader of a top-performing financialgroup within the firm, which he founded to help clients navigate the challenges of significant wealth. Alongside his seasoned team, he has helped numerous clients – ranging from business owners and senior executives to entrepreneurs and multi-generational families – understand and manage the challenges that significant wealth can involve. By delivering exceptional   client experiences every time, he and his team have established their position at the top and plan to continue providing excellent service for years to come.  In recognition of his excellence, Phil Schlaepfer has been honored by Barron’s as one of “America's Top 100 Financial Advisors” and as one of “America's Top 1,200 Financial Advisors: State by State” for several years.

Phil Schlaepfer is a seasoned investment and wealth management professional who specializes in helping affluent clients understand the opportunities and challenges of significant wealth. He leads a top-performing team at Merrill Lynch, where he has worked since 1984, and has a reputation for being attuned to capital markets. Phil Schlaepfer directs his team’s investment management initiatives, including oversight of a proprietary investment program that has a long-term record of success. Also read: https://www.wattpad.com/672301598-phil-schlaepfer-understanding-the-capital-markets