Phil Schlaepfer: Customizing the Right Approach

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.

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