Family. Wealth. For Generations.

The Zeigler Group

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Perry Zeigler Profile Photo

    Perry Zeigler

    Managing Director–Wealth Management

    Accredited Wealth Management Advisor℠

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    • AK
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • LA
    • MA
    • MD
    • MI
    • MN
    • MT
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • RI
    • SC
    • TX
    • UT
    • VA
    • WA
    • WY

    For over 30 years, Perry has provided customized professional guidance, investment management and financial services to individuals, families, endowments and foundations. Perry's disciplined investment philosophy and proprietary investment models are grounded in risk management. He serves as Wealth Management Advisor on the team and facilitates economic and market updates. While Perry will be the first to tell you: "Investments are an important part of one's overall financial plan", they are just a part. He believes sound comprehensive financial planning is the key to achieving your financial goals. Through bull and bear markets, Perry remains committed to providing consistent and reliable service to our clients.

    Perry maintains the Certified Financial Planner (CFP®), Certified Investment Manager Analyst (CIMA®), Certified Private Wealth Advisor (CPWA®) and Certified Portfolio Manager (CPM®) designations, in addition to the Series 7 & 66 FINRA securities registrations and State of California Insurance license (#0B37538).

    Perry graduated with a B.S. in Marketing and Logistics from the University of Wisconsin-Madison.

        • Accredited Wealth Management Advisor℠
        • CERTIFIED FINANCIAL PLANNER™
        • Certified Investment Management Analyst®
        • Certified Private Wealth Associate®
        • Certified Portfolio Manager®
        12220 El Camino Real
        Suite 400
        San Diego, CA 92130
        perry.zeigler@ubs.com
        Perry Zeigler
        12220 El Camino Real,San Diego,CA,92130
      • Karen Dhuyvetter Profile Photo

        Karen Dhuyvetter

        Senior Wealth Strategy Associate

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        • CA
        • CO
        • MA
        • MI
        • NC
        • NV
        • NY
        • OR
        • TX
        • WA

        Drawing on her passion for personal financial planning, Karen serves clients with her innate care for their overall and financial well-being. In her role as a Sr. Wealth Strategy Associate and with 20 years of industry experience, she works closely with client families, their tax & estate planning counselors and financial advisors to address financial concerns and develop together a solutions-offering through engagement and shared expertise. Throughout the wealth planning process, she also follows up with a team of UBS specialists in the areas of investment advisory, alternative investments, lending and philanthropy to ensure we deliver the best navigation to help clients attain their goals.

        Karen holds the Certified Financial Planner™ (CFP®) and Chartered Retirement Planning Counselor™ (CRPC®) designations. She also maintains the Series 7 & 66 FINRA Securities registrations and State of California Insurance license (#0D90393). Karen graduated with a Master’s degree in Civil Engineering from the University of Ghent in Belgium and is multi-lingual (English, Flemish, French and Italian).

            • CERTIFIED FINANCIAL PLANNER™
            • Chartered Retirement Planning Counselor
            12220 El Camino Real
            Suite 400
            San Diego, CA 92130
            karen.dhuyvetter@ubs.com
            Karen Dhuyvetter
            12220 El Camino Real,San Diego,CA,92130
          • Pamela Taylor Profile Photo

            Pamela Taylor

            Team Administrator

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            • AK
            • CA
            • CO
            • MI
            • NC
            • NV
            • NY
            • OR
            • TX
            • WA

            As our Team Administrator, Pamela, is responsible for ensuring the efficiency of our team operations and streamlining the processes for our clients. She oversees the intricacies of client service onboarding, estate processing, lending, account maintenance, and responds directly to a full range of operational inquiries. Beginning her career in the financial services industry 30 years ago, her expertise includes the areas of compliance, management and administration. Pamela’s passion for creating a premium experience for client relationships sets our team apart from all others…

            Pamela holds the following Series 7, 63, 66, 9, and 10 FINRA securities licenses. She earned her B.S. in Business Administration from California State University San Marcos.

                  12220 El Camino Real
                  Suite 400
                  San Diego, CA 92130
                  pamela.l.taylor@ubs.com
                  Pamela Taylor
                  12220 El Camino Real,San Diego,CA,92130
                • Madeleine Jackson

                  Madeleine Jackson

                  Client Associate

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                  • AK
                  • CA
                  • CO
                  • MA
                  • MI
                  • NC
                  • NV
                  • NY
                  • OR
                  • TX
                  • UT
                  • WA

                  Madeleine manages client relationships and coordinates team initiatives. As the Registered Client Service Associate for the team, working for over seven years in the financial services industry, she handles a variety of client inquiries, scheduling, reviews, operational tasks, and digital engagement. She has a passion for working with families, delivering exceptional client service and understanding financial planning to ensure all expectations are exceeded on a daily basis.

                  Madeleine holds the Series 7 & 66 FINRA securities registrations and State of California Insurance License (#4374962). Madeleine graduated from the University of San Diego, earning a B.A. in Communication Studies with an emphasis in Business Administration.

                        12220 El Camino Real
                        Suite 400
                        San Diego, CA 92130
                        madeleine.jackson@ubs.com
                        Madeleine Jackson
                        12220 El Camino Real,San Diego,CA,92130

                      Defining your priorities. Pursuing what matters.

                      Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                      Our Philosophy

                      Our Philosophy

                      Our Process

                      Our Process

                      Wealth, from your point of view

                      UBS Optimus Foundation

                      Impactful philanthropy that delivers breakthrough solutions to pressing social and environmental issues

                      Do you want your giving to be strategic and focused on outcomes? You can be sure that we have the right experience, knowledge and network to help you make the most impact in your giving.

                      Learn more about how the UBS Optimus Foundation can help you pursue your philanthropic goals.

                      A leader in wealth management

                      Backed by the strength of our parent company, UBS AG

                      51 countries

                      Our global footprint

                      More than 160 years

                      offering financial advice

                      Global leader

                      UBS is a leading and truly global wealth manager

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