Jaime Zimmerman

Jaime ZimmermanCFP, CPWA

Vice President
Senior Investment Consultant

Madison Office
Phone: (608) 252-5757
Toll Free: (800) 937-8625
Fax: (608) 252-5750
Email Me
Baird
One South Pinckney St
Suite 600
Madison, WI 53703
Map/Directions


Thank you for visiting my website.

I joined Robert W. Baird & Co. in 1987 and specialize in comprehensive financial planning, investment consultation and retirement planning. I work with individuals, businesses and professional institutions and strongly believe in understanding my clients' financial needs in order to customize investment strategies. Financial planning is a lifelong process, and it's important to find the investment management direction that works best for you.

 

PROPOSALS PROVIDED FOR ASSETS OF $500,000 OR MORE
Please contact me.

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I work with a wide range of people from varied walks of life. For those in the community who are lesbian or gay, financial services and socially responsible investment advice are very crucial considerations. Many of my clients are gay or lesbian and I specialize in the financial challenges unique to the LGBT community. My goal is to provide my clients with sound, informative financial advice, superior investment solutions, and far-sighted planning services.

 

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