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Mona E
CFP®, Series 65
New Orleans, LA
Zimmerman Wealth Management, LLC
Mona Edwards is a financial advisor at Zimmerman Wealth Management, LLC in New Orleans, LA, holding CFP® and Series 65 designations with five years of industry experience. She has been with Zimmerman Wealth Management since 2007. Zimmerman Wealth Management is an SEC-registered advisory firm serving individuals, trusts, employee benefit plans, charitable organizations, and privately held entities. The firm employs a conservative, long-term asset allocation strategy using mutual funds, ETFs, and closed-end funds, and offers discretionary portfolio management with ongoing monitoring and quarterly reporting.
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