Chicago, IL (PRWEB) August 04, 2014
Ziegler, a specialty investment bank and broker-dealer with over 100 years of financial services experience, welcomes Robert (Bob) Moats as the new senior managing director, Head of Ziegler Wealth Management and member of Ziegler’s Executive Committee. Mr. Moats joins Ziegler with over 30 years of experience from Morgan Stanley and predecessor firms.
Tom Paprocki, CEO of Ziegler, stated, “Bob could not have come to Ziegler at a better time. We are in the beginning phase of the golden age of wealth management globally, and Ziegler is committed to several growth businesses with wealth management being a major focus.” Paprocki continued, “Bob’s vast experience and skills will accelerate our growth both organically and through attracting external talent. Anyone who has met Bob knows he is a perfect fit to lead this advancement.”
Mr. Moats stated, “It is an honor to join Ziegler and lead its wealth management business. I am inspired by Ziegler’s history and dedication to the communities it serves. This firm is truly unique, offering both full-service investment and special credit-driven products, all the while providing a responsive, personal touch with its clients.” Moats continued, “This is an exciting time for Ziegler, and I am thrilled to be a part of this next chapter.”
Mr. Moats began his career at Shearson Lehman Brothers as a financial advisor in 1986 in Omaha, NE, ascending to a complex manager role in 2009 with Morgan Stanley in Chicago, IL. Mr. Moats has a proven track record in branch management and training, as well as recruiting. Over his 30 years of experience, he has helped build and coach teams that consistently surpass their goals by understanding the very essence of being a financial advisor himself. He holds his Series 7, 9, 10, 63, and 65 licenses.
For more information about Ziegler, please visit us at http://www.ziegler.com.
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, as well as general municipal and structured finance. Headquartered in Chicago, IL with regional and branch offices throughout the U.S., Ziegler provides its clients with capital raising, corporate finance, FHA/HUD, strategic advisory services and research. Ziegler serves institutional and individual investors through its wealth management and capital markets distribution channels.
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