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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.

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**Allpoint and MoneyPass Network ATMs are surcharge free for NT cardholders. Locate these ATMs in the Private Passport App by selecting Find ATM on the sign in landing page. Some Allpoint ATMs may display a surcharge screen. Select “Yes” to proceed; a surcharge will not be charged, displayed on your receipt, or deducted from your account.