Susan G. Zimmerman
Managing Director
[email protected]
(617) 275-0316
Full Bio
As a Managing Director and Wealth Manager, Susan works with individuals and families to develop and execute wealth planning and investment strategies. She serves as a Trustee on several client trusts and is a member of the firm’s Corporate Trustee subsidiary, Boston Fiduciary Services, LLC
Susan’s experience includes Senior Vice President, Analyst, and Portfolio Manager at Woodstock Corporation, and held roles at Boston Safe Deposit and Trust Company.
Susan is a graduate of Denison University with a Bachelor of Arts degree in Economics.
Industry Accreditations & Affiliations
Boston Estate Planning Council
Charitable & Community Involvement
HomeStart, Inc. – Board Member