Phil Schlaepfer - Merrill Lynch Wealth Management Advisor

Phil Schlaepfer offers high net worth clients strategic wealth management counsel and services to grow, manage and deploy wealth effectively. The managing director of a leading wealth management team at Merrill Lynch, Schlaepfer develops wealth strategies and financial plans centered on client priorities to move clients toward a successful financial future. With decades of experience in investing and portfolio management, Phil Schlaepfer has the expertise that high net worth individuals and families count on to navigate the complexities of significant wealth.

Phil Schlaepfer has worked in investing and portfolio management for more than 30 years and understands what it takes to customize financial plans and strategies that empower successful financial futures. A longtime wealth management advisor, Phil Schlaepfer takes time to work closely with and get to know his clients’ priorities and carve out the paths that high net worth clients need to protect, grow and transfer their wealth effectively. A Seasoned Perspective that Delivers Top-Quality Results Phil Schlaepfer offers each client the value of a seasoned perspective—one that comes from decades of helping highly accomplished individuals and families pursue their long-term financial goals. It is this perspective that provides the foundation for a world-class client experience, and has earned Schlaepfer the honor of being named a Barron’s “Top 1,200 Financial Advisor: State-by-State” each of the last six years (2014-2019).

Phil Schlaepfer is an experienced wealth management professional—having worked with clients to build a more successful financial future for more than 30 years. An accomplished wealth advisor with decades of direct portfolio management and investing experience, Schlaepfer is committed to empowering each client with the expert advice and strategic plans they need to realize their long-term financial goals. Customizing Strategies to Fit Your Needs Phil Schlaepfer works to understand your unique priorities and to get to know where your wealth stands and where you’d like it to be in the future. Phil Schlaepfer then customizes a comprehensive financial plan that aligns with your goals and provides you the best opportunity at a secure financial future. Schlaepfer and his team are committed to providing everything clients need to succeed and delivering world-class performance and results.

Phil Schlaepfer is proud to work with a dedicated team of experienced wealth management professionals who share a commitment to helping clients achieve their long-term financial goals. An investment and portfolio management professional for more than 30 years, Phil Schlaepfer built his team with the goal of helping high net worth individuals and families realize their dreams and secure a confident financial future. Under his leadership, Schlaepfer’s team has consistently delivered a world-class client experience and top-quality performance. Recommend read: https://commaful.com/play/walterschlaepfe/walter-schlaepfer---wealth-manager-with-merrill-/