Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
When seeking financial success, choosing the right Financial Advisor is imperative. With 24 years of experience at Merrill, 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’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 and Wealth Management Advisor for Merrill Lynch Wealth Management. 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 – A Global Leader
Merrill 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 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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We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.