Zimmerman Wealth Management, LLC

Thomas Zimmerman is a CFP® certificant with 28 years of industry experience. He has been with Zimmerman Wealth Management, LLC since 2003, where he is part of a four-advisor team based in Evanston, Illinois. Zimmerman Wealth Management serves individual and high-net-worth clients, trusts, estates, pension plans, and charitable organizations, providing discretionary investment supervisory services, portfolio management, financial planning, and pension consulting. The firm employs a generally conservative, long-term asset allocation strategy tailored to client objectives and risk tolerance, using fundamental and technical analysis and operating primarily on a discretionary basis.

Mona Edwards is a CFP® and holds a Series 65 license with five years of industry experience. She is based in New Orleans, LA, and has been with Zimmerman Wealth Management, LLC since 2007. Zimmerman Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, pension plans, charitable organizations, and other entities. The firm employs a generally conservative, long-term asset allocation approach tailored to each client’s objectives and risk tolerance, managing several hundred client relationships with roughly half a billion dollars in regulatory assets under management.

Daniel Wood is a CFP®, CFA®, and holds a Series 65 license with seven years of industry experience. He has been with Zimmerman Wealth Management, LLC since 2018 and previously worked at State Farm VP Management Corp. and State Farm Insurance from 2016 to 2018. Zimmerman Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, pension plans, charitable organizations, and other entities, offering discretionary investment supervisory services, financial planning, and pension consulting. The firm uses a generally conservative, long-term asset allocation approach tailored to clients’ objectives and risk tolerance, incorporating both fundamental and technical investment methods.

Marshall Garrett is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Zimmerman Wealth Management, LLC since 2013. Zimmerman Wealth Management serves individual and high-net-worth clients, trusts, estates, pension plans, and charitable organizations, offering discretionary investment supervisory services, portfolio management, financial planning, and pension consulting. The firm employs a generally conservative, long-term asset allocation approach tailored to client objectives and risk tolerance.