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Showing posts from November, 2018

Phil Schlaepfer: Merrill Lynch

Phil Schlaepfer is a wealth management professional who has worked with numerous ultra-affluent clients throughout his decades-long career with Merrill Lynch. At the firm, he currently serves as a wealth management advisor, a managing director and a team leader. Schlaepfer joined the firm after he graduated from the U.S. Naval Academy in 1984. Before beginning his career, Phil Schlaepfer always had a passion for the financial industry and spent time researching as much as he could about it to help him succeed. Today, Barron’s has recognized Schlaepfer as being among “America's Top 1,200 Financial Advisors: State by State” from 2009 to 2011 and from 2015 to 2018, and “America's Top 100 Financial Advisors” from 2007 to 2012 and from 2014 to 2018. Would you like to learn more about Phil Schlaepfer and his leading team at Merrill Lynch? If so, click here https://fa.ml.com/washington/bellevue/philscott/index.htm for full information on their services, resources and team mem

Phil Schlaepfer: Leading a Top Team

Phil Schlaepfer is an award-winning financial professional who joined Merrill Lynch in 1984 after graduating from the U.S. Naval Academy with degrees in international relations and general engineering. Today, he is a wealth management advisor, director and leader with Merrill Lynch. Phil Schlaepfer currently leads one of Merrill Lynch’s top wealth management teams with many of the members having worked together for nearly 20 years. This gives the team an unparalleled level of experience and cohesiveness that has greatly contributed to its outstanding reputation with high-net-worth clients. “I founded my team with one focus: to help clients succeed in achieving their life goals. By maintaining that focus, my team and I have been privileged to advise a highly accomplished clientele,” Schlaepfer said. For those who would like to learn more about Walter Phil Schlaepfer, please visit here http://philscottmerrilllynch.strikingly.com/blog/walter-schlaepfer-dividends-paying-stoc

Phil Scott, a Merrill Lynch Advisor, Gets Results for His Clients

Phil Scott has been a valued asset to Merrill Lynch – and The Phil Scott Group – for many years. An experienced investor and portfolio manager, Scott aims to provide each client a world-class experience while getting the results his clients need to achieve their financial goals. Phil Scott is focused on the development of comprehensive financial plans and wealth management strategies while delivering an integrated, seamless experience to every Phil Scott Group client.

Phil Schlaepfer: Why Hire a Wealth Management Advisor?

Phil Schlaepfer is a wealth management advisor and managing director at Merrill Lynch. Based in Seattle, he has decades of financial experience, much of which he has spent working with his expert team. Schlaepfer founded one of the firm’s leading groups with the intention of helping his clients succeed in achieving their life goals. If you are considering hiring a wealth management advisor like Phil Schlaepfer , you are on the right track for your financial security. These professionals can help you decide what to invest in, what budget you need to follow, how to distribute your estate when you are gone, which investments to use in your retirement accounts, and the risks associated with your financial portfolio. Interested in reading more about Phil Schlaepfer and his leading Merrill Lynch team? Please click here https://fa.ml.com/washington/bellevue/philscott/index.htm to be directed to the team’s website, which contains contact information, service outlines and more for int

Phil Scott, Longtime Merrill Lynch Advisor: World Class Wealth Management

Phil Scott is a 34-year Merrill Lynch professional and the owner of The Phil Scott Group. A seasoned investor and portfolio manager, Scott looks to offer each client more than just standard asset management. Instead, Scott and his team strive to deliver a world-class experience that involves savings and asset management, wealth management, estate planning, private banking and more. Scott is focused on providing his clients a superior level of service to ensure they are able to meet their short- and long-term financial goals.

Phil Scott of Merrill Lynch: Your Goals are Our Goals

Phil Scott has worked as a Merrill Lynch wealth management advisor for more than three decades, primarily as the leader and owner of The Phil Scott Group. As a Merrill Lynch professional, Scott is committed to pursuing the wealth management strategies and financial plans that best help his clients meet their financial goals, both now and into the future. With his highly experienced background, Phil Scott takes time to get to know each client right from the start by asking about their aspirations, current financial situation and short- and long-term financial goals. Whether he is working with an entrepreneur, business owner or multi-generational family, Scott aims to map out a custom wealth management strategy that puts his clients on the best path to success. So, whether you are worried about managing health care expenses, preparing for your children’s education, considering buying a new home or looking for the best way to transfer your wealth to future generations, The Phil