Phil Schlaepfer - Merrill Lynch Wealth Management Advisor

Phil Schlaepfer believes in providing each client a world-class experience. He has worked at Merrill Lynch for more than 30 years. It is this extensive and shared experience among his team that Schlaepfer believes provides the continuity and consistency needed to deliver exceptional client service. Phil Schlaepfer has been recognized by Barron’s as one of “America’s Top 100 Financial Advisors” from 2007 to 2012 and 2014 and 2018.

Phil Schlaepfer is a wealth management professional who leads a wealth management team at Merrill Lynch. Schlaepfer has received numerous national accolades throughout his career, including being recognized by Barron’s as one of “America’s Top 1,200 Financial Advisors: State” six times. He was also recognized by Barron’s as one of “America’s Top 100 Financial Advisors” from 2007 to 2012, and from 2014 to 2018.   Phil Schlaepfer has worked one-on-one with ultra-affluent clients throughout his career in an effort to help them efficiently deploy, grow and transfer their wealth.  Also read: http://philschlaepfer.strikingly.com/blog/phil-schlaepfer-top-team-leader

Phil Schlaepfer is a financial professional with Merrill Lynch where he serves as wealth management advisor and director. He has worked with the firm since 1984, when he graduated from the U. S. Naval Academy, and he remains as passionate about the field as he was on day one. Phil Schlaepfer currently leads one of Merrill Lynch’s top teams, and alongside his team members, has earned an outstanding reputation for client service, which he believes is the basis for his team’s success.  Also read: http://philschlaepfer.strikingly.com/blog/phil-schlaepfer-a-position-at-the-top