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Showing posts from March, 2020

Phil Schlaepfer: Founder

Phil Schlaepfer is an award-winning Merrill Lynch wealth management advisor in the greater Seattle area. He’s the founder of a wealth management team at Merrill and has received multiple awards on for his professional excellence. Founder As the founder of one of Merrill Lynch’s top teams, PhilSchlaepfer works closely with seasoned experts to provide high net worth clients with personalized financial guidance and wealth management advisement. In 2019, his wealth management group was recognized as one of the "Top 50 Private Wealth Advisory Teams” by Barron’s. Schlaepfer was also named to the Barron’s Hall of Fame (operating professionally as Phil Scott).

Phil Schlaepfer: Hall of Fame Member

Phil Schlaepfer is a seasoned investor and portfolio manager who has worked with Merrill Lynch since 1984. He is a wealth management advisor leading one of the firm's top-performing teams at Merrill Lynch. Together, Schlaepfer and his team have earned several awards and recognitions from organizations such as Barron’s. In 2019, for example, they were named one of the Top 50 Private Wealth Advisory Teams (as the Phil Scott Group, Merrill Lynch, Bellevue). Schlaepfer was also named to Barron's 2019 Hall of Fame as Phil Scott.

Walter Schlaepfer: Extended Tenure

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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.