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Location:
Austin, TX
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LOCATION INFO
4201 W. Parmer Lane
Building B, Suite 250
Austin, TX 78727
Phone: (512) 490-0044
Fax: (512) 490-6699
ABOUT THIS LOCATION
Located in the Park Forest Business Complex between Ganymede and Silver Creek Drive, The Mutual Fund Store in Austin serves the areas of Austin, Georgetown and San Marcos to help clients meet their financial goals. With more than 46 years combined industry experience, we are here to help with your 401(k) rollover, saving for a child’s education or preparing a personalized retirement strategy.
Phil Weinstein
CFS®
Managing Director & Senior Investment Advisor
Began his career in the financial services industry in 1986.
Successfully completed the Series 6, 7, 8, 63 and 66 licenses administered by FINRA.
Earned the distinction of Certified Fund Specialist (CFS®).
B.A. in political science from the University of Missouri—Columbia.
Hobbies include golf and travel.
Married and has a son and daughter.
John E. Carey
CMFC®
Senior Investment Advisor
Joined The Mutual Fund Store in 2004. Began his career in the financial services industry in 1990.
Successfully completed the Series 7, 9, 10, 24, 27 and 65 licenses administered by FINRA.
Earned the distinction of Chartered Mutual Fund Counselor (CMFC®).
Studied economics and finance at American University and Regis University.
Married to Angi. They have two children.
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