Tony K. Close, MBA
Tony Close, First Vice President and Financial Advisor in our Waukesha, Wisconsin office, joined Ziegler Wealth Management in 2007. Tony offers not only broad professional investment experience, but also a passion for teaching and coaching. Through clear, consistent communication, he makes sure clients understand and make the most of the financial tools and investment opportunities available through Ziegler Wealth Management.
Tony holds a B.S. from Washington University in St. Louis, where he majored in economics and minored in philosophy; an MBA in finance from Marquette University; and Series 7, 55, 63, Life and Health Insurance licenses.
Above all, Tony takes pride in being able to teach clients about their investments and investing as a whole. Tony has always been fascinated with the psychology of investing and firmly believes that being a financial advisor is not merely about understanding the investments; it is about understanding the client. To get started, please call Tony at 800 236 2776 or 262 955 6924.