Phil Schlaepfer: Holistic Financial Advisor
Phil Schlaepfer provides holistic wealth management services designed to prepare high net worth clients for achieving a more successful financial future. Schlaepfer’s approach to financial planning, service and management provides clients the big-picture perspective needed to grow their wealth effectively.
As a wealth management advisor at Merrill Lynch for 35 years, Phil Schlaepfer and his team think beyond traditional management to ensure client needs are addressed across all aspects of the financial landscape.
Phil Schlaepfer: Personal Financial Objectives
Phil Schlaepfer and his wealth management team at Merrill Lynch take time to get to know their clients’ personal priorities from the start and build out the personalized financial strategy that fits their needs.
Schlaepfer and his team believe each high net worth client deserves a complete wealth management and investment plan to achieve long-term financial security and protect those that matter most.
Phil Schlaepfer: Holistic Approach
Phil Schlaepfer starts each new relationship by carefully listening to the client and helping to identify and prioritize the goals that matter most. Once Phil Schlaepfer and his team have an understanding of the client’s financial objectives, they customize a financial strategy that puts the client on the best path to managing and growing their wealth effectively.
Schlaepfer’s focus on delivering a consistently exceptional client experience has not only set his team apart, but has also earned him recognition as one of Barron’s “Top 100 Financial Advisors” and “Advisor Hall of Fame” for 2019.
Phil Schlaepfer: Top Financial Advisor
Phil Schlaepfer is a wealth management advisor and managing director at Merrill Lynch. He has been working with the company since graduating from the U.S. Naval Academy more than 30 years ago. Phil Schlaepfer has been honored by Barron’s as one of “America's Top 100 Financial Advisors” from 2007 to 2012 and from 2014 to 2018 for his professional excellence, and he is not planning on stopping any time soon.
Phil Schlaepfer: Award-Winning Wealth Manager
Phil Schlaepfer is an award-winning wealth management advisor and team leader at Merrill Lynch. He was named one of Barron’s “Top 1,200 Financial Advisors by State” each year between 2009 and 2011, and between 2015 and 2019. He was also named a Barron’s “Top 100 Financial Advisor” every year between 2007 and 2012, and between 2014 and 2019.
Phil Schlaepfer brings more than 35 years of experience in investing and portfolio management to his team and helps clients grow their wealth with purpose.
Phil Schlaepfer: Beyond Investment Management
High net worth individuals and families turn to Merrill Lynch professional Phil Schlaepfer for complete wealth management services and counsel that help ensure a more confident financial future. With more than three decades of experience in portfolio management and investment, Schlaepfer has a seasoned perspective client trust to navigate the financial markets and transfer their wealth effectively.
Schlaepfer and his team focus on helping each client preserve their wealth and pursue their financial goals.
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