Ziegler Wealth Management


Experienced Financial Advisor

Those who are truly passionate about helping others and continuing on the path of success, can do both at Ziegler Wealth Management. 


We understand moving your business is a very complex process; therefore, we have a team dedicated to ensuring your clients experience no disruption in service. Our team handles every detail of your move, from due diligence reviews and license transfers, to product transitions and technology training.

As a result, you are ready to conduct business on your first day. Our team will assist with orderly account openings and transfers, ready-to-mail client transition kits, and immediate access to our systems and business-building resources.

Our most important assets are our people. Not only are we invested in our clients, but we are also invested in you. To learn more about growing your business at Ziegler, please contact us at 312 596 1681.

Watch a video featuring Bob Moats, Head of Ziegler Wealth Management discuss the Ziegler difference.


We provide a variety of business-building tools that allow you to:

  • Evaluate your current business with client-analytic tools, multilayered client-reporting capabilities, capital market resources and consolidated views of your entire book
  • Design growth plans and create actionable campaigns with our client management systems
  • Leverage the firm’s business building initiatives and marketing capabilities to create a competitive advantage in your market
  • Implement focused, carefully vetted business-building ideas and action plans
  • Access marketing services to quickly create personalized advertising, brochures and your own financial advisor website
  • Connect with your clients and prospects through social media, including Facebook, Twitter and LinkedIn


Financial Advisor Training Program

Are you passionate about helping people? Are you interested in the financial sector? You could be eligible to be a part of our financial advisor training program.


We do not believe in a one-size-fits-all training philosophy. Our training program is designed around you. Every trainee is immersed in intensive, comprehensive and customized training on the day-to-day business of becoming a financial advisor.During this extensive process, you will not only gather the knowledge you need to effectively conduct and develop your business, you will also earn your financial licenses, learn financial planning products and services, while honing your client service and sales skills.


  • Bachelor’s degree
  • Self-motivated and hardworking
  • Entrepreneurial
  • Superior organizational skills with the ability to prioritize, monitor and complete multiple tasks or projects either independently or with a team
  • A people person and enjoy building relationships
  • Driven to help others achieve their personal goals
  • Have a demonstrated aptitude for sales

Next Steps

Our most important assets are our people. Not only are we invested in our clients, but we are also invested in you. To learn more about advancing your career and becoming a Ziegler Wealth Management Financial Advisor please contact us at 312 596 1681.

Watch a video featuring Bob Moats, Head of Ziegler Wealth Management discuss the Ziegler difference.


The Ziegler Difference

Embedded Client Nature
Bob Moats, Head of Ziegler Wealth Management, discusses the Ziegler difference. "Based on my 30 years of experience.. the differentiating factor between Ziegler and other firms is the embedded nature of doing what's best for the client."


Our Values

Clients. Our clients’ interests come first. We create high-value relationships for clients, knowing their success will assure our own.

Associates. Our most important assets are our people. By being a privately held firm, we provide a challenging and creative work environment that rewards achievement and promotes balance between work and personal life.

Community. We are in business to generate a positive impact on the communities we serve.

Teamwork. We build trust and teamwork through open, candid communications across our firm. We share ideas and best practices. We recognize that team effort brings the highest value to our clients.

Innovation. We strive to anticipate client needs and meet those needs through new and creative solutions. Thought leadership translates into market leadership.

Integrity. We maintain the highest level of ethical conduct throughout our business and recognize that a reputation for honest and fair dealing is a critical asset of our business.

Our Promise

Invested in you is our promise – not only to our clients, but to our associates as well.

Whether you are an investor or investment professional, our expertise, client focus and range of investment options, provide the best opportunity for success. 

We are dedicated to helping you succeed. With the support of an experienced management team, associates have the opportunity to work within a community of tenured investment professionals.

Our strategic growth is focused on those who share our vision, strength and dedication in providing trusted, unbiased advice to our clients. We seek associates who possess integrity, drive to succeed and commitment to personal and professional growth.

Our Platform

We believe an exceptional platform is essential in being a successful financial advisor. Our platform includes a competitive pay structure with the opportunity of employee ownership, direct access to management and our expert banking teams, as well as providing you with the most advanced technology available.

At the core of Pershing’s professional access solutions, NetX360TM offers one complete technology solution to efficiently manage your entire business, whether it is commission or fee. This revolutionary, online platform enables you to access account information, place orders and get the latest tools, quotes, news and research to allow you to perform at your best.

The PriceMetrix® ValueOne Program helps financial advisors improve the quality and increase the value of their book of business. The program is a centerpiece for advisor practice management, providing detailed information on your business and your client relationships.

Salesforce.com® is the world’s #1 sales application. The Sales Cloud puts everything in one place. It’s as easy to use as your favorite consumer websites and the information you care about most gets pushed to you in real time. Suddenly, sales success is not only possible, it’s easy.

MoneyGuidePro is an industry leading financial planning program. Designed with the client in mind, MoneyGuidePro allows financial advisors to work smarter, while providing a comprehensive, but easy-to-understand financial plan.

FolioDynamix is leading the evolution of the wealth management experience, with an end-to-end technology solution paired with a suite of advisory tools including model portfolios and research as well as overlay account options. Through our powerful technology platform, advisors can manage the entire client lifecycle from proposal generation to account opening to account management (trading and rebalancing) to reporting, all through a sophisticated but easy-to-use secure cloud-based solution.

Ziegler has partnered with HearsaySocial to provide full access plus a robust library of pre-approved content for LinkedIn, Facebook and Twitter. An industry leader in social media for financial services, Ziegler was one of the first firms to allow access and advisor-curated content for social media.

Ziegler financial advisors have access via their workstations to cutting-edge research tools such as Morningstar® Research for mutual fund analysis and Thomson Reuters® for company and equity analytics. Ziegler research is available for advisors via ZieglerResearch.com providing timely information on Ziegler underwritten products.

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