Susan Zimmerman is a wealth management financial advisor based in Boston.

Susan describes herself as a financial engineer: “The more complex a client’s estate plan, the better.”

She combines a strong working knowledge of estate and financial planning with a sound investment background, having started her career as an equity analyst, then becoming one of first female investment managers in the ’80s.

Susan works with individuals and multigenerational families, helping them to articulate their goals and execute wealth-planning and investment strategies to achieve their objectives.  She enjoys working with the next generation to help them on all financial matters.

Susan also serves as a trustee on several client trusts and is a member of the corporate trustee subsidiary, Boston Fiduciary Services, LLC.

She earned a Bachelor of Arts degree in in economics from Denison University.

Outside of work, she enjoys spending time in Vermont with family and friends, traveling near and far, cooking, fishing, hiking, and skiing–along with an occasional concert or two.