Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
When seeking financial success, choosing the right Financial Advisor is imperative. With 24 years of experience at Merrill Lynch, Jim Varga has proven his dedication to planning a personalized investment strategy for each client’s unique situation. He holds in high regard the importance of getting to know you as an individual in order to best fulfill your financial needs. By assessing your current financial state and more importantly, your short and long term goals, he can help you take control of your finances by mapping out investments, education expenses, estate plans, and your retirement.
Jim focuses on a value based, long-term approach to investing. He follows a consistent investment strategy that maintains discipline in rising markets and helps investors resist emotional selling during market declines. In order to mitigate the risks associated with investing, a general emphasis is placed on diversification of investments in the major asset classes. Jim tries to discourage clients from “impulse” investing while selecting securities that represent good value, including industry-leading companies that pay high dividends. He advocates regular rebalancing of client portfolios in order to help ensure that the asset allocation strategy remains intact.
Alongside his skills and extensive knowledge is Merrill Lynch’s unparalleled investment platform that caters to achieving each client’s individual goals. Having access to such world-class software allows for industry leading research to be done on both your present and future investments. Jim offers wealth management strategies to affluent individuals and families.|Jim Varga is a First Vice President-Wealth Management Advisor for Merrill Lynch. He graduated from the University of Notre Dame and has been with firm since 1991. Jim resides in the Lakeview neighborhood of Chicago with his wife and three daughters. He has been actively involved in the community through various local charities, a previous board position on the Greater Downtown Board of the American Cancer Society, and activities with Chicago Public Schools focused on Friends of Alcott and Friends of Jones. Skeet shooting and coaching his daughters athletics are among some of the hobbies Jim enjoys outside of the office.
Merrill Lynch – A Global Leader
Merrill Lynch is one of the world’s premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Working with our clients as strategic partners, we create and execute strategies, which address our clients’ most pressing strategic, financial and investment needs—anywhere in the world. We stand apart by building and maintaining solid partnerships with clients. Merrill Lynch places our client relationships first and is proud to conduct our business based on five unwavering principles: Client Focus, Respect for the Individual, Teamwork, Responsible Citizenship, and Integrity.
University of Notre Dame
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.