Jim Weil and family

JIM WEIL

HE/HIM/HIS

PARTNER, CFP®, CIMA®, CHFC®

EDUCATION

  • Bachelor’s Degree in Financial Planning, Purdue University

COMMUNITY

  • Board Member, Hightower Corporate Board

  • Board Member, Chicago District Golf Assoc (Blue Coats)

  • Former Board Member, Ruth Lake Country Club

  • Member, EO (Entrepreneurs’ Organization)

  • Member IMCA (Investment Mgmt Consultant’s Organization)

  • Member, Legacy Partners (Ann & Robert H. Lurie Children’s Hospital)

  • Past Editorial Board Member, Investments & Wealth Monitor (IMCA national publication)

  • Past President, Hinsdale Central Hockey Club

  • Past Plan Commissioner, Village of Hinsdale

  • Past Treasurer and Board Member, Little Friends Inc

  • Member, Desert Mountain Club

  • Member, Alpha Group (an Entrepreneurs’ Organization)

AWARDS

  • Recipient of 2018 Forbes Best-in-State Wealth Advisors


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 world class client experience.

MY PRIVATE VISTA

My Private Vista has been an active one, especially when you have two adventurous young adults who like to rock climb, hike, ski and generally seek outdoor thrills — and I don’t want that to change, even though we are now empty nesters. My wife and I enjoy traveling and spending time in Scottsdale enjoying golf and the desert. We are also and are wine enthusiasts who continue to educate ourselves to learn more and create new experiences. I am also enjoying the added time for my favorite sports like platform tennis and golf.

WRITINGS