JIM WEIL
HE/HIM/HIS
MANAGING PARTNER, CFP®, CIMA®, CHFC®
MY FINANCIAL SERVICES CAREER BEGAN IN 1989
I’ve been enthusiastic about financial planning since I started. When I entered the financial planning industry, it was beginning to transform the relationship between advisors and clients from selling products to helping clients solve problems. It was perfect timing because I was determined to really understand client concerns and help them develop an overall plan that met their goals and objectives. While I still enjoy working with clients on complex problems, I also enjoy my role as our firm’s managing partner. In this role, I focus on strategic planning for Private Vista’s future and manage the business to continue to grow our firm and provide a quality experience for our clients. I strive to keep the firm differentiated and at the forefront of the industry so we can provide a great client experience.
MY PRIVATE VISTA
My Private Vista continues to evolve. I like to be active – whether that’s golfing, platform tennis, pickle ball, skiing or hiking etc. I plan to continue to be active, but the types of activities may evolve with time. Spending time in the desert in Scottsdale with my family and friends is one of my favorite things. Traveling to new locations, tasting wine, learning about new cultures is interesting to me and I look forward to doing and learning more. As long as my Private Vista remains active and I am able to spend time with my family and friends, I will consider it a rewarding life.
COMMUNITY
Board Member, Hightower Advisors Corporate Board
Board Member, Ruth Lake Country Club
Member, Desert Mountain Club
Former Board Member, Chicago District Golf Assoc (Blue Coats)
Former President, Hinsdale Central Hockey Club
Former Plan Commissioner, Village of Hinsdale
Former Treasurer and Board Member, Little Friends Inc
Member, Legacy Partners (Ann & Robert H. Lurie Children’s Hospital)
Member and Forum Moderator, Alpha Group (an Entrepreneurs’ Organization)
Former Editorial Board Member, Investments & Wealth Monitor (IMCA national publication)
EDUCATION
Bachelor’s Degree in Financial Planning, Purdue University