Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Philip Weyhe holds an MBA in Finance and two prestigious designations; CAP® a Chartered Advisor in Philanthropy® and CSRIC™ a Chartered SRI Counselor™.
Philip has also been awarded the Merrill Lynch Wealth Management titles of Senior Vice President, Portfolio Manager and Senior Financial Advisor.
He has focused his business advising high net individuals and as a Chartered Advisor in Philanthropy® working with not for profit 501(c)(3) organizations.
Philip strongly believes investments adhering to environmental, social and corporate governance or ESG leads to sustainability and ethical impact of a company or business. Meeting these criteria better determine the future financial performance of investments as well as the sustainability of our planet. Those beliefs led Philip to obtain the Chartered SRI Counselor™ designation.
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 East Hampton, NY. They are active participants in various sports, the arts, theatre and philanthropy.
Our experts examine the forces that are changing the world – and how they may impact your life
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.