Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Zimmerman, Wilson & Associates
Team photo for Zimmerman, Wilson & Associates

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Our advisors

Advisor photo for Linda J Zimmerman

Linda J Zimmerman

CFP®

Private Wealth Advisor

Chief Executive Officer of Zimmerman, Wilson & Associates
Learn more about Linda J Zimmerman
Advisor photo for Molly Wilson

Molly Wilson

CFP®, BFA

Financial Advisor

Chief Operating Officer of Zimmerman, Wilson & Associates
Learn more about Molly Wilson


Our team

Greggory Dawson

Greggory Dawson

Financial Planning Assistant,

Paraplanner

Qualifications

  • Series 7

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Sydney Eckhart

Sydney Eckhart

Paraplanner,

Financial Planning Analyst

Qualifications

  • Series 7, Series 66, MN Life & Health

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Brady Buckentine

Client Service Coordinator