Liz Allen, Financial Advisor and Vice President, Joins Ziegler Wealth Management
Chicago, IL (PRWEB) December 15, 2016 -- Ziegler, a privately held wealth management firm, announced today that Liz Allen has joined the firm as a vice president and financial advisor in its Altamonte Springs, FL branch office.
Ms. Allen brings nearly 22 years of wealth management experience to Ziegler, having previously served as an associate vice president and financial advisor at Ameriprise Financial Services, Inc. Robert Moats, Senior Managing Director and Head of Ziegler Wealth Management, stated, “We are excited about the continued growth of our Altamonte Springs office. The addition of a highly experienced advisor like Liz represents a solid addition to our talented team of advisors.”
Ms. Allen stated, “My goal is to empower my clients to live life to the fullest. I am committed to a client-focused service, while using Ziegler’s comprehensive resources to provide the objective advice each client deserves.” Allen 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 Altamonte Springs 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.”
Liz’s mission is to help her clients reach their financial goals through a relationship based on personalized, knowledgeable advice. She believes success is measured not just by her clients’ financial well-being, but also by how confident they feel about their future. A graduate of the University of South Florida, Liz currently resides in Longwood, Florida. She is active within the community dedicating time to causes such as disaster and humanitarian relief, animal rights, women’s health and finance, and the Ovarian Cancer Alliance of Florida. Ziegler’s Altamonte Springs office is located at 220 East Central Parkway, Suite 1000 in Altamonte Springs. The general office phone number is 321-207-0960 and toll-free number is 800-338-5851.
For more information about careers at Ziegler, please visit us at http://www.ziegler.com/makeachange/.
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.
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Leslie Weir, Ziegler, http://www.ziegler.com, +1 (312) 596-1646, [email protected]
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