Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
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.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Your advisor is a click away within our site or mobile apps
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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.
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.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.
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.