I am excited for the opportunity for my clients, and I am looking forward to helping Ziegler grow in the greater Milwaukee area.
Chicago, IL (PRWEB) March 10, 2014
Ziegler, an investment bank and full service brokerage firm, is pleased to announce that David Wickert has joined the firm as a financial advisor in its Waukesha, Wisconsin branch. In his role as financial advisor, Wickert will focus on getting to know each client and providing advice tailored to help them achieve their goals.
“I believe Ziegler is an excellent fit for my business,” said Wickert. “I am excited for the opportunity for my clients, and I am looking forward to helping Ziegler grow in the greater Milwaukee area.”
“David possesses a tremendous amount of desire, enthusiasm and professionalism — all qualities that contribute to a successful financial advisor,” explained branch manager, Steve Luterbach. “Our office is in growth mode right now, and I look forward to adding more developing advisors as well as experienced professionals to our team over the next year.”
Wickert previously served as an associate financial advisor at Augustine Financial and will be teaming up with seasoned Ziegler financial advisor and vice president, Mark Severson, CFP®. Chris Zelesnick, Senior Managing Director and Head of Ziegler Wealth Management stated, “Our Waukesha office has a very experienced team of financial advisors. It makes sense to surround early talent individuals such as Wickert, with a group of advisors who are willing to help him grow his practice and ultimately our presence.”
As with Ziegler’s mission of “invested in community,” Wickert is extremely active in the community. He serves as a member of the Sharon Lynne Wilson Center for the Arts' Young Professionals Committee as well as the Young Professional Development Council at Children's Hospital of Wisconsin.
Ziegler’s Waukesha, Wisconsin investment office is located just north off I-94 and County Highway F at W233 N2080 Ridgeview Parkway.
For more information about careers at Ziegler, please visit us at http://www.Ziegler.com/JoinUs.
The Ziegler Companies, Inc. (PINKSHEETS: ZGCO) together with its affiliates (Ziegler) is a specialty investment bank with unique expertise in complex credit structures and advisory services. Nationally, Ziegler is ranked as one of the leading investment banking firms in its specialty sectors of healthcare, senior living, religion and education finance, as well as corporate finance and FHA/HUD. Headquartered in Chicago, IL with regional and branch offices throughout the U.S., Ziegler creates tailored financial solutions including bond financing, advisory, private placement, seed capital, M&A, risk and asset management. Ziegler serves institutional and individual investors through its wealth management and capital markets distribution channels.
Certain comments in this news release represent forward-looking statements made pursuant to the provisions of the Private Securities Litigation Reform Act of 1995. This client’s experience may not be representative of the experience of other clients, nor is it indicative of future performance or success. The forward-looking statements are subject to a number of risks and uncertainties, in particular, the overall financial health of the securities industry, the strength of the healthcare sector of the U.S. economy and the municipal securities marketplace, the ability of the Company to underwrite and distribute securities, the market value of mutual fund portfolios and separate account portfolios advised by the Company, the volume of sales by its retail brokers, the outcome of pending litigation, and the ability to attract and retain qualified employees.
# # #