Phil Schlaepfer Wealth Management Advice, Guidance and Strategy

Phil Schlaepfer: Wealth Management Advice, Guidance and Strategy Phil Schlaepfer is a seasoned private wealth advisor and managing director at Merrill Lynch.

Schlaepfer and his award-winning team, the Phil Scott Group, helps high net worth clients pursue and achieve their long-term financial goals by designing wealth management solutions aligned with client priorities and needs. He is the recipient of numerous industry accolades for his service throughout his 30-plusyear career.

Wealth Management Advice, Guidance and Strategy Named one of America’s Top 1,200 Financial Advisors by State and one of “America’s Top 100 Financial Advisors” by Barron’s, Phil Schlaepfer works closely with clients to build holistic wealth strategies that address their needs.

A private wealth advisor for more than 30 years, Schlaepfer leads a dedicated wealth management team that shares his commitment to exceptional service and world-class client experience. Schlaepfer’s team, the Phil Scott Group, was recently named by Barron’s as a “Top 50 Institutional Consulting Team” and a “Top 50 Private Wealth Management Team.”

Visit Schlaepfer’s LinkedIn profile to learn what a seasoned perspective can do for you.