Kate A. Zimmerman
Senior Consultant
 

ext. 139 | kaz@assetstrategyrc.com | vCard

Kathryn A. Zimmerman brings over 15 years of investment experience in sales and relationship management with private investors, non-for-profit and corporate retirement plans. She works with private clients delivering customized and comprehensive financial planning, estate, insurance and investment management solutions. She also consults with investment stewards and fiduciaries of corporate and non-profit retirement plans. She attended the University of Rhode Island and has the Series 7, 66 & 63 securities licenses as well as insurance license.