Ziegler has hired Geoffrey Brown as a vice president and financial advisor in Ziegler’s recently opened Glen Allen, VA office.
Brown served as a wealth advisor for Morgan Stanley before joining Ziegler and brings more than 20 years of industry experience to the Glen Allen office.
Chris Zelesnick, senior managing director and head of Ziegler Wealth Management, said: "I’m excited about the growth we have had in the Richmond community, but it’s really just the beginning. Hiring quality financial advisors continues to be one of our key initiatives and we will continue to seek out advisors who are interested in growing their practice in a boutique environment that offers them a high level of support and flexibility."
Thom Kirby, branch manager of Ziegler Wealth Management in Glen Allen, said: "Bringing Geoff Brown onto our team is a great accomplishment. He is a 20-year veteran in the business and his experience will be recognized by his colleagues as well as his clients. We are excited to be growing and bringing this caliber financial advisor to the firm."
Brown said: "My practice has been shaped by hard work and dedication to my clients. Through Ziegler, I’m able to offer my clients a full suite of investment products and services. I also enjoy crafting financial plans for my clients based around accumulating wealth and income for retirement. I feel that Ziegler — through the underwritten products generated by its investment banking arm — provides me with a very unique set of investment offerings that meet my clients’ needs, and helps me differentiate myself in the marketplace."
Ziegler is actively executing on its growth strategy and is looking to add advisors in its Glen Allen office.
Zelesnick added: "We are the best of both the independent and wirehouse worlds. Like a wirehouse, we have a full support structure so that advisors can focus on their clients and business. However like an independent firm, the advisor is in the driver’s seat. Our advisors determine the right approach and focus for their businesses." The decision to open a new location in Glen Allen stemmed from identifying Richmond as a key growth opportunity and is the latest step in Ziegler’s plans to expand their existing wealth management division.