Erik is a Vice President and Client Relationship Manager at Merrill Lynch, where he has worked for over 13 years. He manages the Southeastern Coastal Market and holds multiple securities registrations. His areas of expertise include retirement planning, estate planning, and investment management, and he graduated from the University of North Florida.
Erik Zimmerman
Client Relationship Manager, Vice President at Merrill Lynch Wealth Management
Charleston, South Carolina Metropolitan Area, United States
Overview
Topics They Care About
Wealth Management
Serves as a Client Relationship Manager and Vice President at Merrill Lynch, focusing on high-net-worth clients.
Retirement Planning
His day-to-day work centers on helping clients prepare for retirement.
Estate Planning
Listed as a primary area of expertise in his professional work.
Media Appearances
Erik has no verified media appearances
Work History
4-2007
Client Relationship Manager, Vice President at Merrill Lynch Wealth Management
Education
2002 - 2006
Bachelor's Degree from University of North Florida
More Information
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Location : Charleston, South Carolina Metropolitan Area, United States
Job Level : Senior
Designation : Client Relationship Manager, Vice President at Merrill Lynch Wealth Management
