Stephen J. Zimmel
Stephen J. Zimmel

Stephen J. Zimmel Senior Trust Advisor

Joined Northern Trust

2019

Education

  • Bachelor of Science in Business Administration from the University of Wisconsin – Stevens Point

Credentials

  • Certified Financial Planner (CFP®)
  • Certified Trust and Financial Advisor (CTFA)

Expertise

Steve is a Senior Trust Advisor, responsible for providing holistic wealth management services to individuals and families, privately held businesses, family offices, and foundations and endowments. Steve has expertise in financial planning, wealth transfer, banking, investments, tax management and philanthropy. He has more than 22 years of experience in wealth management.

Experience

Prior to joining Northern Trust in 2019, Steve worked at Prairie Trust for five years, where he served as a Vice President. Prior to that, he worked at BMO Harris Private Bank as a Trust Advisor.

Community Involvement

Steve serves as an assistant coach for the New Berlin Magic Girls Fastpitch team.