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Stephen J. Zimmel

Senior Trust Advisor

Stephen J. Zimmel

Expertise

Steve is a Senior Trust Advisor responsible for providing holistic wealth management services for individuals and families, privately held businesses, family offices and foundations and endowments. Steve has expertise in financial planning, wealth transfer, banking, investments, tax management, and philanthropy. He has over 22 years of experience in wealth management.

Experience

Prior to joining Northern Trust in 2019, Steve worked at Prairie Trust for five years, where he served as a Vice President. Prior to that, he worked at BMO Harris Private Bank as a Trust Advisor.

Community Involvement

Steve serves as an assistant coach for the New Berlin Magic Girls Fastpitch team.

Joined Northern Trust

2019

Education

Bachelor of Science in Business Administration, University of Wisconsin – Stevens Point.

Credentials

Certified Financial Planner (CFP®). Certified Trust and Financial Advisor (CTFA).

*Account transaction fees apply.
**Some Allpoint ATMs may still display a surcharge screen during your Allpoint ATM transaction. If that happens, simply select “Yes” to accept the surcharge and proceed with your withdrawal. You will not be charged the ATM operator surcharge fee, no fee will be posted on your ATM receipt and a fee will not be deducted from your account.