Phil Schlaepfer: Investment Management Initiatives
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.
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