Kim I. Marshall
Kim Marshall, First Vice President and Financial Advisor in our Middleton, Wisconsin office, joined Ziegler Wealth Management in 2015. Kim brings nearly 25 years of experience as a financial advisor to Ziegler, most recently serving as a first vice president and financial advisor at Wells Fargo Advisors. Kim has also worked as an advisor at Morgan Stanley and UBS.
“My goal is to empower my clients to live the one life they have to full abundance. I am committed to client-first service, and to using my comprehensive resources to provide objective advice clients deserve. I accomplish this by aligning myself towards the relentless pursuit of client-first vision. My business model incorporates progressive technology and entrepreneurial research, which enables me to adapt to my clients’ needs as they evolve.”
Originally from Fort Atkinson, Wisconsin, Kim earned a bachelor of science degree from the University of Wisconsin – Madison. She is an active member of the Madison community working with the Special Olympics as a volunteer, tutoring in the Madison Public Schools and serving as a Middleton Outreach volunteer. Kim also trained with the Leukemia Marathon Team participating in the Honolulu Marathon. She is a member of the UW Marching Band Alumni association, as well as a past member of the Madison Rotary Club and former board member of The Exchange Club of Madison for the Prevention of Child Abuse.
In her free time, Kim enjoys spending time with her son, William Charles, who she adopted from Guatemala.
Begin by sitting down and discussing your needs and goals with Kim. She will be happy to explain the financial tools and investment opportunities available through Ziegler. Please call the Middleton office 800 545 1536 to schedule a time to meet.