Phil Weinstein

Vice President, Wealth Advisor
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Areas of Expertise

Goal Alignment
Asset Allocation
Retirement Planning

Qualifications & Experience

  • BS Political Science, University of Missouri, CRPC designation
Austin, TX

Media

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Words to Live By

What goes around comes around, so always strive to put positivity and integrity into the world.
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Client Experience Professionals

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Team Members

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About

Phillip Weinstein brings nearly four decades of experience in the wealth management industry, guiding clients toward achieving financial goals with care and dedication. His passion lies in understanding each client’s unique needs and priorities, allowing him to build personalized and comprehensive strategies that nurture long-term success and build long-lasting relationships. 

Outside of work, Phillip enjoys spending his time with family and friends, exploring new travel destinations, and staying active as an avid pickleball player. Austin has been his home for 30 years.