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Stephen J. Zimmel

Senior Relationship Advisor

Stephen J. Zimmel

Expertise

Steve is a CFP® professional. He also completed the Trust Administration Courses through Cannon Financial Institute and earned the CTFA designation through the American Bankers Association.

Experience

Steve joined Northern Trust in 2019. He brings twenty five years of experience working as a Trust Advisor within both a large regional trust company and a small community bank.

Community Involvement

Steve enjoys volunteering with his children’s High School volleyball booster club.

Education

Steve earned his degree in Business Administration from the University of Wisconsin - Stevens Point.

Credentials

As a Senior Relationship Advisor in the Northern Trust Milwaukee offices, Steve works with clients to help them achieve their long-term financial goals. He is responsible for the administration of large, complex trusts and frequently works with attorneys, accountants and other advisors to provide a holistic client experience.

*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.