Phillip Weinstein
Vice President, Wealth Advisor at Farther
Based in Austin, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Austin
Industry
Financial Services
Company size
551
Contact information
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p•••••••@farther.com
Phone
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Background
About Phillip Weinstein
With over two decades of experience in wealth management and financial planning, I am committed to empowering individuals and families with strategies to achieve their financial goals. As Vice President, Wealth Advisor at Farther, I contribute to the mission of delivering personalized, comprehensive financial solutions tailored to client needs. My approach combines deep expertise with a client-first mindset to simplify complex financial landscapes and foster lasting trust. At Farther, I focus on delivering innovative, holistic financial planning, leveraging expertise in wealth management and investment advisory. Collaborating with teams and leveraging technology, I help clients integrate retirement, insurance, and estate planning into cohesive strategies. My work builds on a foundation of leadership roles in financial planning, ensuring impactful and meaningful financial outcomes for clients.
Decision-makers
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Cfp (R), Investment Adviser · Other
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Allen L. Frederick
Vice President, Wealth Advisor · Finance & Accounting
- BDDirector
Brian Doe
Principal, Wealth Advisor · Finance & Accounting
- SFDirector
Stephanie Forman Lichtman
Director of Product Management · Sales & Business Development
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