Phil Schlaepfer: Leader of a Top Team at Merrill Lynch

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.

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