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 complete wealth management solutions that include asset management, private banking, cash-flow analysis and debt management.


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