Kim I. Marshall, Financial Advisor And First Vice President, Joins Ziegler Wealth Management

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Ziegler, a privately held full-service brokerage firm, today announced it has hired Kim I. Marshall as a first vice president and financial advisor in its Madison, Wis. branch office.

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We are excited about the continued growth of our Madison office. The addition of a highly experienced advisor like Kim, represents a solid addition to our talented team of advisors.

Ziegler, a privately held full-service brokerage firm, today announced it has hired Kim I. Marshall as a first vice president and financial advisor in its Madison, Wis. branch office.

Ms. Marshall brings 25 years of wealth management experience to Ziegler, having previously served as first vice president and financial advisor at Wells Fargo Advisors. Robert Moats, Senior Managing Director and Head of Ziegler Wealth Management stated, “We are excited about the continued growth of our Madison office. The addition of a highly experienced advisor like Kim, represents a solid addition to our talented team of advisors.”

Ms. Marshall stated, “My goal is to empower my clients to live life to its fullest. I am committed to client-focused service, while using Ziegler’s comprehensive resources to provide the objective advice each client deserves.” Marshall continued, “What sets Ziegler apart from other firms is its offering of full-service investments as well as its own proprietary underwritten bond issues, all while providing a responsive, personal approach. This combination helps me differentiate myself in the marketplace.”

Ziegler is actively executing on its growth strategy and is looking to add advisors in its Madison office. “We are the best of both the independent and wirehouse worlds,” stated Moats. “Like a wirehouse, we have a full support structure so advisors can focus on their clients and business. Yet, we have a culture to develop your business like an independent firm. Here at Ziegler, our advisors determine the right approach and focus for their businesses.”

An active member in the Madison community through a variety of local volunteer programs, Ms. Marshall holds a B.S. degree from the University of Wisconsin-Madison. She holds FINRA Series 7, 63 and 65 licenses. Ziegler’s Madison office is located at 8215 Greenway Blvd., Suite 200 in Middleton. The general office phone number is 608-828-3660 and toll-free number is 800-545-1536.

For more information about careers at Ziegler, please visit us at http://www.Ziegler.com/JoinUs.

For more information about Ziegler, please visit us at http://www.Ziegler.com.

About Ziegler:
The Ziegler Companies, Inc., together with its affiliates (Ziegler), is a privately held investment bank, capital markets, wealth management and alternative investments firm. 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 with regional and branch offices throughout the U.S., Ziegler provides its clients with capital raising, strategic advisory services, equity and fixed income sales & trading, wealth management and research.

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.
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Leslie Weir
Ziegler
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