Phil Schlaepfer: Planning, Service and Management
Phil Schlaepfer: Planning, Service and Management phil scott stories
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phillschlaepfer
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Phil Scott (also known as Walter Philip Schlaepfer), of Bellevue, Washington, a stockbroker formerly registered with Merrill Lynch,

Source: https://www.behance.net/g...

Phil Schlaepfer: Planning, Service and Management

Phil Schlaepfer brings a holistic approach to wealth management.

This includes not only expert asset management, but also such services as savings, estate planning, debt and liability management, cash-flow analysis, and financial educational programs.

As a top wealth manager and team leader at Merrill Lynch, Schlaepfer helps highly accomplished clients manage,

grow and transfer their wealth more effectively and achieve a more confident financial future.

Schlaepfer's investment philosophy is based on optimizing performance, the client's needs for cash flow and achieving the client's long-term financial goals.

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