FWAC Member

Jim Weil, CFP®, CIMA®

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.