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Philadelphia Estate Planning Council

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Tim Schlegel

Merrill Lynch Wealth Management

 

Member profile details

First name
Tim
Last name
Schlegel
Organization
Merrill Lynch Wealth Management
Title
Financial Advisor
 

Additional Membership Information

Primary Discipline
Investments
Secondary Discipline(s)
  • Financial Planning
  • Insurance
Professional Bio
My mission is to understand you and what matters most to you. To take the time, to ask hard questions, to listen carefully, then to ultimately develop a unique wealth management approach that turns your goals into reality. For over 20 years, clients have turned to me as a trusted financial professional to navigate various financial environments and achieve their retirement goals.

I'm also the father of three children, a volunteer football coach for the St. Denis CYO, and an active board member of the Irish American Business Chamber Network.

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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