SPECIAL ADVERTISING SECTION
Left to right: Briana Riley, Jennifer Dangers, Ken Halloran, Senior Vice President, and Bill Ford, Senior Vice President (seated)
Photo by Matthew Witchell
Photo by Matthew Witchell
Known for integrity and outstanding service, caring financial professionals, and the ability to innovate and adapt to the evolving financial marketplace, Ziegler Wealth Management has built a strong reputation as a leader in the financial services industry.
Ziegler provides investment banking, financial advisory, investment advisory, asset management and other related financial services to institutional and individual clients, as well as money managers.
The Minnetonka-branch of Ziegler, specializing in Fixed Income and Alternative Investments (including Private Equity Financings and Real Estate Investment Trusts) take a unique four-member team approach to guiding their clients’ investment portfolios for growth and wealth preservation.
The team offers 60-plus combined years of experience, solid advice regarding income strategies, and personalized attention to a small number of high net worth individuals.
The mission of Ziegler Wealth Management is to advance health, wealth and well-being through tailored financial solutions. This statement is the soul of the company; it tells why they are in business–to have a positive impact on the lives of their clients.
“We enjoy the long term relationships we have with our clients, many of whom have become close friends,â€ explains J. Ken Halloran, financial advisor and senior vice president of the Minnetonka branch. “We appreciate the opportunity to go to work every day and help our clients realize their investment goals.â€
Q. What, in your opinion, does it mean to be a Trendsetter?
In our business, being a Trendsetter means listening to our clients and their financial needs, then matching a product or service that best fits. One size doesn’t necessarily fit all.
Q. What do you consider your biggest accomplishment to date?
A. Our biggest accomplishment is to have developed and grown an entrepreneurial business.
Q. How has the financial industry changed over the years?
A. Twenty-five years ago our industry was really product driven; now it’s about relationships. We think that’s what business is all about.
Q. What do you consider the keys to success?
A. Above all, the keys to success are good listening skills, integrity, hard work, and developing quality relationships with those around you.
Q. What do you enjoy most about your job?
A. We really enjoy working with our clients (who are also our friends) as we work together to solve their financial problems.
Q. What advice do you have for those hoping to follow a similar career path?
A. Learn how to be an active listener, not a product pusher!
Ziegler Wealth Management
B.C. Ziegler and Company, Member SIPC/NASD
301 Carlson Parkway, Suite 150 – Minnetonka, MN 55305
1-800-338-9027/952-831-4417 – www.ziegler.com