Phil Schlaepfer: Team Leader


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 and as one of the  Top 100 Advisors, Top 50 Private Wealth Teams, and Top 50 Institutional Consultant Teams in 2020.

Comments

Post a Comment

Popular posts from this blog

Phil Schlaepfer: Customizing Strategies to Fit Your Needs

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.
Read more

Phil Schlaepfer: National Accolades

Phil Schlaepfer leads an award-winning wealth management team at Merrill Lynch. A private wealth advisor for more than 30 years, Schlaepfer offers the seasoned perspective high net worth clients trust to navigate the financial markets and pursue opportunities to deploy, steward and transfer wealth effectively. National accolades Phil Schlaepfer’s commitment to exceptional service and a world-class experience has helped numerous clients achieve their long-term financial goals. His reputation for excellence has resulted in several national accolades, including being named one of “ America’s Top 1,200 Financial Advisors by State ” and one of “ America’s Top 100 Financial Advisors ” for five consecutive years. Additionally, Schlaepfer recently earned a spot in Barron’s “ Advisor Hall of Fame .” At the same time, his team has been honored as a “ Top 50 Private Wealth Management Team ” and a “ Top 50 Institutional Consultant Team ” for 2020. Schlaepfer and his team provide comp
Read more

Phil Schlaepfer: Providing a World-Class Client Experience

Phil Schlaepfer has worked in investment and portfolio management for more than 30 years. A trusted wealth manager and financial advisor, Phil Schlaepfer looks to provide each client a world-class experience centered on their unique financial priorities and building strategies that help them secure a successful financial future. Providing a World-Class Client Experience What goes into a world-class experience? As Phil Schlaepfer knows, delivering next-level customer service requires taking the time to understand the client, their values, their current financial situation, and their future financial goals. Phil Schlaepfer and his team go beyond traditional asset management to provide a more complete wealth management experience that delivers results through comprehensive wealth strategies that consider all aspects of client wealth and priorities.
Read more