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.
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