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About Quigley & Murray Group of Wachovia Securities |
| The Zucker Berne Lieberman Financial Consulting Group of Wachovia Securities was founded upon a single compelling principle--that financial advice should be provided in the client's best interests--with honesty and integrity. The team was united by the common goal since each partner had come from other firms where they witnessed ethical deficiencies. The partners were also convinced that the team approach would allow them to provide a level of expertise and service to their clients which their individual practices would not permit. The team now provides integrated wealth management to successful individuals, corporate executives, professionals and business owners who often face complex issues. The team's mission is to map out a strategic course and provide consistent guidance so that their clients are able to efficiently and effectively tackle the financial transitions in their busy lives. |
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General Information |
| Years of Experience in Financial Services: |
20
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Education |
| Academic Background |
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Leslie A. Margolies, JD
Temple University School of Law |
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Services |
| Investment Types: |
Bonds, Other, Stocks, Annuities, Stocks Mutual Funds, Bond Mutual Funds, International Investments
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Series 7, Insurance License (Life & Health; Long Term Care; Specify below), Juris Doctor
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Firm Information |
| Assets Managed by Firm: |
Yes
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