Ziegler Wealth Management introduces Liz Allen, financial advisor and vice president of our Heathrow, Florida office. Liz brings nearly 22 years of experience as a registered representative to Ziegler, most recently serving as associate vice president and financial advisor at Ameriprise Financial Services, Inc. Prior to Ameriprise she served as a financial advisor at Merrill Lynch.
Liz’s mission is to help her clients reach their financial goals through a personal relationship based on personalized, knowledgeable advice. She believes success is measured not just by her clients financial well-being, but by how confident they feel about their future. By understanding that each client is unique, she practices a holistic consulting process focused on accumulation of wealth, preservation of wealth and the transfer of wealth for the benefit of future generations.
Liz is a graduate of University of South Florida and holds a BFA in Theatre and Business. She currently resides in Longwood, Florida with her husband and Shayna, her Catahoula Leopard dog. Liz 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.
Begin by sitting down and discussing your needs and goals with Liz. She will be happy to explain the financial tools and investment opportunities available through Ziegler. Please call (800) 338-5851 to schedule a time to meet.