Phil Schlaepfer - Merrill Lynch Wealth Management Advisor

As Founder of the Schlaepfer Family Foundation, PhilSchlaepfer is committed to supporting organizations and local causes that share his core values. Established in 2020, Schlaepfer’s foundation offers grant funding for organizations that honor the sacrifice and service of servicemembers, provide support to families of servicemembers, and increase opportunities for individuals and families that demonstrate drive, conviction and promise.  The Schlaepfer Family Foundation supports such organizations as the Pacific Northwest Ballet, the Bellevue Police Foundation and Row to the Future.

Phil Schlaepfer provides high-performance wealth management solutions tailored to meet each client’s unique goals and priorities. As a private wealth advisor and managing director of the Phil Scott Group at Merrill Lynch, Phil Schlaepfer helps high net worth clients design and implement customized strategies that deploy, grow and preserve wealth effectively. From investment management to private banking, Schlaepfer builds holistic solutions to achieve a more confident financial future. Barron’s named Schlaepfer’s team a “ Top 50 Private Wealth Management Team ” in 2020.

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