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.