Phil Schlaepfer - Merrill Lynch Wealth Management Advisor

Phil Schlaepfer is an expert wealth management advisor who designs long-term financial strategies for high net worth clients. Schlaepfer’s investment strategies reflect the unique needs and objectives of each client. As a wealth management advisor at Merrill Lynch, Phil Schlaepfer leads a team of financial professionals who share his dedication to excellent customer service. Trustworthy Approach Phil Schlaepfer and his team build trust with clients by dedicating time to understand each client's unique needs and priorities. This information provides important context as they create long-term financial plans to meet the client's goals.  Schlaepfer’s dedication over the last three decades earned him a spot in Barron’s 2019 Advisor Hall of Fame . 

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 . 

Phil Schlaepfer is a wealth management advisor and leader of a top-performing team at Merrill Lynch, where he has served since 1984. Schlaepfer started his wealth management career after graduating from the United States Naval Academy, where he earned degrees in general engineering and international relations. During the last three decades, Schlaepfer has continued to educate himself on relevant financial topics and emerging trends in the industry.  Team Leader Along with a seasoned team of financial professionals, Phil Schlaepfer provides high net worth clients an exceptional experience and unparalleled service. Schlaepfer’s expertise includes portfolio management, risk assessment, and asset allocation.  Many members of Schlaepfer’s team have worked together and collaborated for more than a decade, which is one reason why they continue to be a top-performing team. Schlaepfer’s team was recognized by Barron’s in 2019 as one of the Top 50 Private Wealth Advisory Teams...

Phil Schlaepfer is an award-winning wealth management advisor with more than three decades of experience in the financial industry. Schlaepfer started his career at Merrill Lynch in 1984, shortly after receiving two degrees (international relations and general engineering) from the United States Naval Academy. Schlaepfer worked hard to educate himself on investing, finance and wealth management, earning national recognition along the way. Awards and Recognition Since beginning his career, Phil Schlaepfer has been honored by Barron’s as one of America’s Top 100 Financial Advisors 12 times. In 2019, Schlaepfer was named to Barron’s Advisor Hall of Fame and earned recognition as one of America's Top 1,200 Financial Advisors for the fifth year in a row. With the help of his top performing team, Schlaepfer continues to exceed client expectations.  Schlaepfer and his team were also recognized as one of Barron’s Top 100 Advisors , Top 50 Private Wealth Teams , and Top 50 Insti...