Walter Schlaepfer

Walter Schlaepfer first joined Merrill Lynch more than 30 years ago, pursuing a career in which he could help people while applying the tenets of hard work, discipline and leadership instilled in him as a cadet in the U.S. Naval Academy. Today, Schlaepfer enjoys the opportunity to work closely with high net worth individuals and families to customize wealth management solutions that enable long-term success and ensure each client has the best strategy for deploying, growing and transferring wealth effectively. Centered on success WalterSchlaepfer and his leading wealth management team, the Phil Scott Group, build wealth and investment strategies for clients to achieve their long-term financial goals. A seasoned private wealth advisor and managing director, Schlaepfer is focused not only on helping clients navigate the financial markets, but preserving and deploying their wealth with care to pursue a confident financial future.

Walter Schlaepfer delivers wealth and investment strategies that reflect each client’s unique priorities and provide the best opportunity at a successful financial future. An experienced, award-winning private wealth advisor at Merrill Lynch, Schlaepfer provides high net worth clients support and seasoned perspective to navigate the financial markets and realize long-term objectives. Trusted experience and expertise For more than 30 years, Walter Schlaepfer has prioritized his clients’ needs to ensure each investment approach is customized to their values and goals. An accomplished private wealth advisor, Schlaepfer understands how to deploy and grow wealth effectively. Schlaepfer and his team, the Phil Scott Group, deliver exceptional client service and have been repeatedly named one of the best teams in wealth management, including mention as a “ Top 50 Private Wealth Management Team ” in 2020. Many on Schlaepfer’s team have collaborated for more than 15 years, resulting in

Walter Schlaepfer is a wealth management advisor and managing director of a top-performing team at Merrill Lynch. With more than three decades of experience in financial planning, Schlaepfer provides his team the insight, resources, and direction to deliver exceptionally client service.  Walter Schlaepfer ensures each client receives the expert advice and a comprehensive strategy to effectively pursue their long-term financial goals.

Walter Schlaepfer is the founder and managing director of a top-performing wealth management team at Merrill Lynch. As the leader of this team, Schlaepfer offers his colleagues veteran insight and resources to ensure they deliver exceptional client experience.  With more than three decades of experience, Schlaepfer ensures each client receives personalized and comprehensive financial advice and strategies to pursue their long-term objectives. Walter Schlaepfer focuses on offering comprehensive wealth management advice including estate planning, financial planning and private banking.

Walter Schlaepfer is an award-winning wealth management advisor who has received national recognition throughout his career. Schlaepfer has dedicated more than three decades to client service and building financial plans that fit their unique priorities. Schlaepfer is the founder and leader of one of Merrill Lynch’s top-performing wealth management teams. Helping Clients Manage Their Wealth Since 1984, Schlaepfer and his team of wealth management professionals have helped clients manage, protect, and deploy their wealth effectively. Walter Schlaepfer specializes in developing proven investment strategies for high net worth clients. Throughout his career, Schlaepfer has provided expert wealth management guidance to senior executive professionals, business owners, entrepreneurs, and multigenerational families. For more information about Walter Schlaepfer and his career, visit his LinkedIn profile.

Walter Schlaepfer is a wealth management advisor with more than three decades of experience. He has worked at Merrill Lynch since 1984, joining the firm after earning degrees in international relations and general engineering at the United States Naval Academy. Schlaepfer is passionate about his work and has earned awards and national recognition for his success throughout his career. National Recognition During his tenure as wealth management advisor, Walter Schlaepfer has developed financial strategies and provided guidance for manyhigh net worth clients. Schlaepfer leads one of the top-performing wealth management teams at Merrill Lynch and has received numerous industry accolades for his accomplishments. Schlaepfer has been named to several lists by Barron’s, including: ·          Advisors Hall of Fame ·          America’s Top 100 Financial Advisors ·          America’s Top 1,200 Financial Advisors: State by State ·          Top 50 Private Wealth Advisory Teams