Phil Schlaepfer is the leader of a top-performing wealth management team at Merrill Lynch, where he has worked for more than three decades. He joined the organization after graduating from the U.S. Naval Academy with degrees in international relations and general engineering. Alongside his seasoned team, he continues to provide exceptional client experiences for ultra-affluent clients looking for assistance in portfolio management, asset allocation, risk assessment and more. Many of the members on his team have worked side-by-side for over a decade, and Schlaepfer believes that this is one of the many reasons why they remain a leading team.
Since taking an interest in investing and wealth management, Phil Schlaepfer has never tired of educating himself on the topics. He stays informed on emerging trends in his field and applies the skills he gained in the Navy to his work as a team leader. This has earned him national recognition from Barron’s on numerous occasions.
