Walter Schlaepfer Focusing on Your Priorities - PowerPoint PPT Presentation

About This Presentation
Title:

Walter Schlaepfer Focusing on Your Priorities

Description:

Walter Schlaepfer focuses on clients first, taking the time to listen and understand their priorities before developing the financial strategy that achieves their goals. – PowerPoint PPT presentation

Number of Views:10
Slides: 4
Provided by: WalterSchlaepfer
Category: Other
Tags:

less

Transcript and Presenter's Notes

Title: Walter Schlaepfer Focusing on Your Priorities


1
Walter Schlaepfer Focusing on Your Priorities
2
Walter Schlaepfer focuses on clients first,
taking the time to listen and understand their
priorities before developing the financial
strategy that achieves their goals. A team
leader and wealth management professional at
Merrill Lynch, Schlaepfer provides an unrivaled
client experience centered on helping preserve,
deploy and grow wealth for the long-term.
3
Focusing on Your PrioritiesWith decades of
direct experience in portfolio management and
investing, Walter Schlaepfer understands the
challenges of navigating significant wealth.
This experience and insight allow Schlaepfer to
design wealth management strategies that not only
manage those challenges, but also provide the
best path toward achieving life goals.By
keeping client priorities in focus, Schlaepfer
and his award-winning wealth management team are
able to build plans that address needs and secure
a more confident financial future.
Write a Comment
User Comments (0)
About PowerShow.com