Phil Schlaepfer: Focused on Service

Phil Schlaepfer is focused on providing clients the next-level customer service they need and deserve from their wealth management advisor. A managing director with Merrill Lynch, Schlaepfer and his team go beyond portfolio management to deliver a more holistic wealth management experience that grows wealth and guides the client toward their long-term financial goals. Phil Schlaepfer works hard not only to deliver top investment performance, but also provide an unrivaled, fully integrated client experience.

Comments

Post a Comment

Popular posts from this blog

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

Phil Schlaepfer: Experienced Investment Advisor

Phil Schlaepfer has been a successful wealth management advisor since 1984, entering the field shortly after graduating from the United States Naval Academy. Schlaepfer works at Merrill Lynch, where he leads a top-performing wealth management team and advises high net worth clients on deploying, growing and transferring wealth. Investment Experience Phil Schlaepfer is dedicated to his role as wealth management advisor and strives to provide his clients the world-class service they deserve. With more than three decades of experience in investing and portfolio management, Schlaepfer has the insight to help clients manage their wealth effectively. Phil Schlaepfer specializes in advising his clients on managing, stewarding, deploying, and transferring their wealth.  For more information on Schlaepfer, you can view his professional profile on LinkedIn . 
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