Phil Schlaepfer: Honored by Barron’s

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.

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