Susan Zimmerman

Managing Director

Boston Financial Management

    Boston , MA, USA

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Bio
As a Managing Director and Wealth Manager, Susan is involved in the strategic direction of the firm and works with individuals and families to develop and execute wealth planning and investment strategies. She serves as a trustee on a number of client trusts and is a member of the firm’s Boston Fiduciary Services, LLC. Prior to joining Boston Financial Management in 2003, Susan was Senior Vice President, Analyst and Portfolio Manager at the Woodstock Corpora... (login for more professional bio)
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