Investing: Where do I even start?

In this #WomenInvested Meet Up, hear tips on how to begin your investing journey – or take it to the next level

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Profile

Philip Weyhe holds an MBA in Finance and two prestigious designations; CAP® Chartered Advisor in Philanthropy and CSRIC® Chartered Sustainable, Responsible and Impact Counselor.

He has also been awarded the Merrill Lynch Wealth Management titles of Senior Vice President, Portfolio Manager and Senior Financial Advisor.

Philip has focused his business advising high net individuals and as a Chartered Advisor in Philanthropy (CAP®) professional, he advises not for profit 501(c)(3) organizations and individuals with philanthropic interests.

He provides consulting on the best strategies for philanthropic planning, advising on strategies, tools and techniques for charitable giving.

Philip believes it is important to understand client philanthropic goals for family, themselves and society, then designing holistic financial approaches that meet those goals in the most impactful way possible.

He can advise on other important financial matters including exiting business, estate and legacy planning.

For charitable organizations, Philip guides their investments, donor gift-planning and fundraising efforts.

Philip can then maximize the benefits of philanthropy and make our communities better places to live for generations to come.

Philip strongly believes investments adhering to environmental, social and corporate governance leads to sustainability and to an ethical impact of a company or business. Meeting these criteria better determines the future financial performance of investments as well as the sustainability of the environment.

Those beliefs led Philip to obtain the Chartered Sustainable, Responsible, and Impact Counselor designation, CSRIC®

This rigorous education provides a foundational knowledge of the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, as well as best practices for shareholder advocacy, community investing and corporate responsibility.

Philip has developed a framework to help deliver sustainable investing solutions, grounded in four themes, People, Planet, Principles of Governance and Prosperity.

These sustainability pillars are designed to provide investment solutions that address sustainable investing preferences that clients can implement.
 
Prior to joining Merrill Lynch Wealth Management in May of 2014, Philip was a Director and Investment Representative in the Wealth and Investment Management Division at Barclays. Philip joined Barclays in September 2008  as a result of the acquisition of the U.S operations of Lehman Brothers.

Philip initially joined Lehman Brothers in 1982 and later joined Chase to help start their high net worth brokerage division. Philip returned to Lehman in 2000 where he and his team remained until joining Barclays.

Philip has an MBA in Finance from CUNY Baruch and an undergraduate degree from SUNY Brockport.

He and his wife Georgina live in New York City and Millbrook, NY. They are active participants in various sports, the arts, theatre and philanthropy.

*Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.
*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis their own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.

  • LANGUAGES

    English

  • EDUCATION

    CUNY Baruch

    SUNY Brockport

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Philosophy

I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, I will work with you to develop an approach designed to help address your financial needs.

Investments

I believe that your investments should be a reflection of you — your life, your priorities, your goals. As your dedicated advisor I will get to know what matters most to you and help you define your goals. I use this understanding to help you build a customized financial strategy and offer consistent, personalized advice. Combined with professional management, you can stay on the right path towards pursuing your long-term objectives.

Capabilities

Merrill’s process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

Staying on Track

We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.



Reviews to help you
stay on track

We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    #DigitalMerrill

    MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

    Your advisor is a click away within our site or mobile apps

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

      Why Merrill?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


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      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

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      Transcript of Video 

      No question too big or moment too small
      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.


      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.