Phil Schlaepfer: Trusted Financial Professional


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. 

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