Phil Schlaepfer: Exceptional and Consistent Service

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.

Comments

Post a Comment

Popular posts from this blog

Phil Schlaepfer: Market Navigation

Phil Schlaepfer has worked as investor and portfolio manager for 35 years. A wealth management advisor at Merrill Lynch, Schlaepfer utilizes that experience to customize strategies for navigating the financial markets and helping high net worth clients achieve their long-term goals. Phil Schlaepfer brings a high-level of experience and unique perspective of market conditions to each client, ensuring they have the insight to grow and deploy their wealth effectively. Phil Schlaepfer leads a Merrill Lynch wealth management team in Bellevue, Washington. In 2019, he was named one of Barron’s “ Top 1,200 Financial Advisors by State ” and included in Barron’s “Advisor Hall of Fame.”
Read more

Walter Schlaepfer: Extended Tenure

Image
Walter Schlaepfer is an experienced financial professional who has received several awards for his excellent client service and success. He works as a wealth management advisor with Merrill Lynch and as the managing director of one of the top-performing teams in the firm, the Phil Scott group. Walter Schlaepfer joined the firm in 1984 after earning degrees in international relations and general engineering from the United States Naval Academy. His extended tenure with Merrill Lynch is paralleled by his team members, some of whom have collaborated for over 15 years.
Read more

Phil Schlaepfer: Focused on Exceptional Client Service

Phil Schlaepfer serves as a wealth manager and managing director at First Republic Investment Management, providing high net worth clients expert guidance and seasoned perspective on investing and wealth management. A private wealth advisor and managing director of a “ Top 50 Private Wealth Management Team ,” Schlaepfer works tirelessly to understand client objectives and design wealth strategies that deploy, transfer and grow wealth effectively.  Focused on exceptional client service With each client, Phil Schlaepfer and his team focus on delivering a world-class experience, one that illustrates the importance of the clients ’unique financial objectives.  Schlaepfer’s team, the Phil Scott Group, is responsive, thorough and diligent, working closely with individuals and families to understand their priorities and tailor solutions that achieve a confident financial future.  Supported by the extensive resources of First Republic, Phil Schlaepfer and his team cont...
Read more