Jim Weil Email & Phone Number
Senior Advisory Board HTSW, Office Lead, Managing Director @ Hightower Signature Wealth
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Jim Weil Location
- Chicago, IL, US
Jim Weil Work
- Senior Advisory Board HTSW, Office Lead, Managing Director @ (July 2026 - Present)
- Managing Partner @ Private Vista LLC (January 2017 - July 2026)
- Partner @ Private Vista LLC (January 1999 - December 2016)
- Board Member @ Hightower Advisors (February 2022 - February 2025)
- Advisor @ Cigna Financial Advisors (December 1989 - December 1998)
Jim Weil Education
- Purdue University
B.S. (Financial Planning)
1985-1989
Jim Weil Skills
- Estate Planning
- Financial Planning
- Investment Advisory
- Qualified Plan Analysis
- Strategic Financial Planning
- Strategic Tax Planning
- Microsoft Office
- Management
- Project Management
- Financial Reporting
- Sales
- Marketing
- Customer Service
Jim Weil Summary
- Jim Weil, based in Chicago, IL, US, is currently a Senior Advisory Board HTSW, Office Lead, Managing Director at Hightower Signature Wealth. Jim Weil brings experience from previous roles at Private Vista LLC, Hightower Advisors and Cigna Financial Advisors. Jim Weil holds a 1985 - 1989 B.S. in Financial Planning @ Purdue University. With a robust skill set that includes Estate Planning, Financial Planning, Investment Advisory, Qualified Plan Analysis, Strategic Financial Planning and more. Jim Weil has 2 emails and 1 mobile phone numbers on RocketReach.
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