Jordan Zimmerman Now a Financial Advisor for Merchants Investment Services
News
Wealth
| 09.14.2022
Jordan Zimmerman is now a Financial Advisor for Merchants Investment Services, according to Andrew Guzzo, Chief Banking Officer & President – Winona.
“We are thrilled to be able to grow our team of Advisors to meet the increased interest from our customers in investment and financial planning services,” said Guzzo. “Through comprehensive training and mentorship with our seasoned Advisors, Jordan has gained valuable insight on both investment services and customer relationship building. I know he’s ready to apply his knowledge in a meaningful way to his own client relationships.”
Zimmerman focuses on helping clients with 401(k) rollovers, Individual Retirement Accounts (IRAs), college savings plans, and income strategies during retirement. He joined Merchants Investment Services in 2021 as an Investment Associate and completed his training to become a Financial Advisor in 2022.
“I’m looking forward to getting to know my clients and helping them plan for the future - from educating them on small steps they can take to work toward their goals to a creating a comprehensive investment plan together,” said Zimmerman.
Zimmerman holds Series 7 and 66 Securities registrations as well as Accident & Health, Life, Variable Life and Variable Annuities insurance licenses. He will be officed out of the Merchants Bank location at 102 East Third Street in Winona but will meet with clients at any of our Merchants locations.
Zimmerman lives in Galesville, WI and enjoys playing golf, watching sports, and working on home improvements projects.
Merchants Investment Services helps individuals and businesses pursue financial goals through financial planning, investment management, 401(k)s, 529 plans, insurance offerings, tax planning and more. Our Financial Advisors provide local investment services with access to global resources and meet with clients at locations throughout the Merchants Bank footprint.
“We are thrilled to be able to grow our team of Advisors to meet the increased interest from our customers in investment and financial planning services,” said Guzzo. “Through comprehensive training and mentorship with our seasoned Advisors, Jordan has gained valuable insight on both investment services and customer relationship building. I know he’s ready to apply his knowledge in a meaningful way to his own client relationships.”
Zimmerman focuses on helping clients with 401(k) rollovers, Individual Retirement Accounts (IRAs), college savings plans, and income strategies during retirement. He joined Merchants Investment Services in 2021 as an Investment Associate and completed his training to become a Financial Advisor in 2022.
“I’m looking forward to getting to know my clients and helping them plan for the future - from educating them on small steps they can take to work toward their goals to a creating a comprehensive investment plan together,” said Zimmerman.
Zimmerman holds Series 7 and 66 Securities registrations as well as Accident & Health, Life, Variable Life and Variable Annuities insurance licenses. He will be officed out of the Merchants Bank location at 102 East Third Street in Winona but will meet with clients at any of our Merchants locations.
Zimmerman lives in Galesville, WI and enjoys playing golf, watching sports, and working on home improvements projects.
Merchants Investment Services helps individuals and businesses pursue financial goals through financial planning, investment management, 401(k)s, 529 plans, insurance offerings, tax planning and more. Our Financial Advisors provide local investment services with access to global resources and meet with clients at locations throughout the Merchants Bank footprint.
