Private Vista LLC
Financial Services
1 N. Franklin St
41 employees
- Employees
- 41
- Contacts
- 3
- Emails
- 3
Private Vista LLC Overview
- Headquarters
- 1 N. Franklin St
- Phone Number
- Available in AeroLeads
- Website
- myprivatevista.com
- Industry
- Financial Services
- Employees
- 41
- Founded
- 1992
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Private Vista LLC
Worried about how you want to spend your retirement while still feeling fulfilled in your life? Recently widowed or divorced and overwhelmed by where to look for financial support and resources? Unsure of how you can get the kids through college and create special memories from the family vacations you imagined? That’s where we can help. At Private Vista, we’ve developed an evolved approach to financial planning and investment management that helps answer some of the more difficult questions. Our team of trusted advisors will work closely with you to not only help build your financial resources, but also help align those resources with your life goals. Through our process, we will help define your Private Vista – a clear view of how you want to invest not just your money, but also your time and energy to achieve your definition of an enriched and fulfilling life. By bridging the gap between financial decisions and life goals, we’ve helped clients live out their Private Vista. Our team cares about more than just working with you to achieve financial success. We want to help you reach personal success – feeling enriched and fulfilled in your life. With offices in Chicago, IL and Oak Brook, IL, we work with over 1,200 households located in the Chicagoland area and across the U.S. Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
Private Vista LLC Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
Private Vista LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Nicole Romito, Cfp. Cdfa | Chicago, Illinois, United States |
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|
|
| Douglas Brown | Partner at Private Vista, Llc | Oak Brook, Illinois, United States |
Email
|
| Nicole (Pecho) Daviduke | Client Service Associate | New Lenox, Illinois, United States |
Email
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| Jim Weil Cfp®, Cima® | Managing Partner at Private Vista Llc | Greater Chicago Area, United States |
Email
|
Employees by Management Level
Individual contributor
11 profiles
Associate / junior
3 profiles
Senior / Lead
2 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 6 | 6 | 3 |
| General | 3 | 3 | 1 |
| Sales | 2 | 2 | 0 |
| Finance | 1 | 1 | 0 |
| Marketing | 1 | 1 | 0 |
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