US Wealth Manager Names New Vice President, Financial Advisor

Josh O'Neill

19 December 2016

Ziegler, a privately-owned wealth manager, has appointed Liz Allen as vice president and financial advisor within its Altamonte Springs, Florida office.

Allen has nearly 22 years' experience in wealth management, having previously served as an associate vice preisdent and financial advisor with Ameriprise Financial Services.

In her new role, she will help her clients reach their financial goals through relationships based on personalized, knowledgable advice, Ziegler said in a statement.

“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,” said Robert Moats, senior managing director and head of Ziegler Wealth Management.