Erik Zimmerman
Client Relationship Manager, Vice President at Merrill Lynch Wealth Management
📍 Charleston, South Carolina Metropolitan Area, United States
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.
Read the full overview →Experience
19 Years
Current Role
Client Relationship Manager, Vice President
Job Level
Senior
Location
Charleston, South Carolina Metropolitan Area, United States
Personality Overview
Personality insights not availableWe need more social data to generate the DISC analysis and selling playbook. The professional details below are still available.
Priorities
Topics Erik cares 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.
Career
Work history
4-2007
Client Relationship Manager, Vice President
Merrill Lynch Wealth Management
In the press
Media appearances
No media yetWe could not find public media appearances for this person.
Education
2002 - 2006
Bachelor's Degree
University of North Florida
Social presence
Other Merrill Lynch Wealth Management Employees
Explore more public profiles from related professionals.
More profiles
Discover additional public profiles from our index.
Search more profiles
Looking for someone else? Search here for anyone.