Team profile

Build confidence in your financial future

Do you know where you stand across key financial areas? Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how we can help you set and reach your financial goals for today and tomorrow. To get started, request a complimentary initial consultation.

Areas of focus

  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Saving for Education
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Insurance
  • Estate Planning Strategies
  • Charitable Giving
  • Employee Stock Options

Awards & recognition

  • Zimmerman and Associates, Forbes Best-in-State Wealth Management Teams, 2023
  • Linda J Zimmerman, Forbes Best-in-State Women Wealth Advisors, 2023
  • Linda J Zimmerman, Ameriprise Circle of Success, 2022
  • Linda J Zimmerman, Five Star Wealth Manager, 2023
  • Molly Wilson, Five Star Wealth Manager, 2023
  • Zimmerman and Associates, Ameriprise Client Experience Award, 2021-2022
  • Linda J Zimmerman, Working Mother Top Wealth Advisor Moms, 2019 & 2020
  • Linda J Zimmerman, Ameriprise Circle of Success Diamond Ring, 2009

Community participation

National Charity League

Second Harvest Heartland

Feed My Starving Children

Hammer

Orono Foundation for Education - Current Finance Chair- Molly Wilson

Make a Wish

Our photos

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