Walter Schlaepfer: Financial Management

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Walter Schlaepfer is a wealth management advisor and director who has worked with Merrill Lynch for over thirty years. He and his team have designed a process that delivers a customized, consistent experience to help clients in wealth accumulation, wealth preservation and other areas beyond portfolio management. Their ability to access the investment insights of Merrill Lynch and the banking convenience of Bank of America allows their clients to more easily manage all aspects of their financial lives.

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