Phillip Weinstein Email & Phone Number
Vice President, Wealth Advisor @ Farther Finance
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Phillip Weinstein Location
- Austin, TX, US
Phillip Weinstein Work
- Vice President, Wealth Advisor @ (January 2025 - Present)
- Sr Vice President, Financial Planning @ (July 2009 - January 2025)
- Sr Manager Investments, Registered Representative @ (November 2001 - January 2008)
- Branch Manager @ (January 1989 - January 2001)
Phillip Weinstein Education
- University of Missouri
Bachelor's degree (Political Science and Government)
1981-1985
Phillip Weinstein Skills
- Wealth Management
- Investments
- Investment Advisory
- Retirement Planning
- Asset Allocation
- Portfolio Management
- Mutual Funds
- Strategic Financial Planning
- Equities
- Asset Managment
- Investment Strategies
- Estate Planning
- Alternative Investments
- Securities
- Fixed Income
Phillip Weinstein Summary
- Phillip Weinstein, based in Austin, TX, US, is currently a Vice President, Wealth Advisor at Farther. Phillip Weinstein brings experience from previous roles at Financial Engines, University Federal Credit Union and Charles Schwab. Phillip Weinstein holds a 1981 - 1985 Bachelor's degree in Political Science and Government @ University of Missouri. With a robust skill set that includes Wealth Management, Investments, Investment Advisory, Retirement Planning, Asset Allocation and more. Phillip Weinstein has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Phillip Weinstein?
Find contact details for 700 million professionals.
Others Named Phillip Weinstein
Phil Weinstein
CEO
El Cajon, CA, US
Phillip Weinstein
Vice President, Wealth Advisor
Austin, TX, US
Top Farther Finance Employees
Margie Carpenter
SVP Wealth Advisor
New York, NY, US
Taylor Matthews
Founder
El Granada, CA, US
Jeffrey Hawkins
Managing Director, Wealth Advisor
Bend, OR, US
Allison Dunlap
Managing Director, Wealth Advisor
Washington, DC, US
Olga Raykhelson
Vice President, Wealth Advisor
New York, NY, US
Jordan Soclof
Managing Director, Wealth Advisor
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co