Experience

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  Merrill lynch wealth management

  Aug 2000 - now

  Senior resident director, senior vice president

  The Weisenberger Group located in Eau Claire, WI, includes Financial Advisors Zachary Weisenberger, Robert D. Weisenberger, and Registered Senior Wealth Management Client Associate Katrina Elbert. The team has over 70 years of combined experience in the financial services industry and work to help their clients with all aspects of their financial lives. The team provides services to high net worth clients and families from a variety of professions. In addition, they service and manage a large number of 401(k) plans for local businesses and provide retirement education meetings for the employee groups.The group puts an emphasis on designing and implementing a variety of wealth accumulation and preservation strategies. A team approach is used to help assure the extensive resources at Merrill as well as the experience of the Financial Advisors will be fully utilized in developing innovative strategies for each client. Every client situation is different and every client deserves a customized solution to help solve their individual or business needs based upon their risk tolerance, time horizon, liquidity needs, overall investment goals and costs associated with the recommendation. We pride ourselves in proactive client contact, and our quick response and resolution to our client's requests. Show less