Phil Schlaepfer - Merrill Lynch Wealth Management Advisor

Phil Schlaepfer is a skilled businessman who works as both as managing director and wealth management advisor with Merrill Lynch. He lives and works in Bellevue, Washington, and is passionate about finance and investing. He has been recognized by Barron’s as one of “America's Top 100 Financial Advisors” from 2007 to 2012 and from 2014 to 2018. He has also been recognized as one of “America's Top 1,200 Financial Advisors: State by State” from 2009 to 2011 and from 2015 to 2018. Phil Schlaepfer joined Merrill Lynch in 1984 after graduating from the U.S. Naval Academy with degrees in international relations and general engineering. He has a passion for service and is an active community member in his free time. Phil proudly supports several Seattle-area organizations that benefit causes for which he is passionate.

Phil Schlaepfer is a seasoned financial professional who leads a top-performing wealth management team at Merrill Lynch. He has experience dating back to 1984, when he graduated from the U.S. Naval Academy and began his career in finance. He quickly moved up the ranks, and has   received numerous national accolades and awards. He specializes in working with ultra-affluent clients to help them effectively deploy, grow, steward and transfer their wealth. As the leader of one of Merrill Lynch’s top teams, Phil Schlaepfer works closely with business owners, senior executives, entrepreneurs and multi-generational families, advising them about the unique opportunities and challenges that significant wealth can entail. His team’s approach is designed to focus on the client experience, taking time to ask smart questions, while listening carefully, so they can understand exactly where their clients’ wealth stands, and what their goals are for the future.