I am honored by this recognition and truly enjoy working with my clients to help them reach their financial goals.
Chicago, IL (PRWEB) March 23, 2017
Ziegler Wealth Management has announced the promotion of Spencer Frank to first vice president and financial advisor. Frank has been with Ziegler for nearly 20 years and serves out of the firm's Mequon, Wisconsin branch location at 11201 North Port Washington Road.
"For the past 19 years, Spencer's commitment to Ziegler and his clients has been unwavering," stated Robert Moats, Senior Managing Director and Head of Ziegler Wealth Management. "In these times, it’s refreshing to see an individual like Spencer not only develop longevity with one firm, but also flourish in his dedication to his clients. I’ve worked in the financial services industry for 30 years, and know it’s rare to find an advisor so committed to client education and communication."
As a resident of Whitefish Bay, Wisconsin, Frank is involved in the local community through coaching youth sports and volunteering in different capacities at his church, Immanuel Presbyterian. Frank's full biography and contact information are available on his website, http://www.ziegler.com/spencer-frank.
“I am honored by this recognition and truly enjoy working with my clients to help them reach their financial goals,” commented Frank.
Ziegler Wealth Management provides individuals and businesses an array of solutions to help achieve their unique financial goals. Our experienced financial advisors have a responsive, personal approach to understanding our clients’ specific needs. Through traditional brokerage services, professionally managed accounts or financial planning services, our customized solutions encompass full-service financial advice and planning.
Ziegler is a privately held investment bank, capital markets, wealth management and proprietary investments firm, celebrating its 115th anniversary this year. Ziegler is ranked No. 1 in the country in healthcare/senior living underwriters by issuance and No. 4 by par amount (Thomson Reuters, 2016), and is ranked in the top 20 municipal underwriters in the country by volume (Bloomberg, 2016). Specializing in the healthcare, senior living, education and religion sectors, as well as general municipal and structured finance enables Ziegler to generate a positive impact on the communities it serves. Headquartered in Chicago with regional and branch offices throughout the United States, Ziegler provides its clients with capital raising, strategic advisory services, equity and fixed income sales & trading, wealth management and research. To learn more, visit http://www.ziegler.com.
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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