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Robert Zimmer
Financial Advisor

Phone NumberEmailLocation

bfe_logo_advisor
111 S. Calvert St.
Suite 1720
Baltimore, MD 21202
MAP

Phone: 410-347-5559
Cell: 410-693-9827
Toll Free: 855-347-8309
robert.zimmer@nullbenjaminfedwards.com

My Professional Approach

As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.

My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your income needs now and during retirement? Are you transitioning your wealth to the next generation?

As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.

My Background

Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2017 as a financial advisor in the Baltimore office. I began my financial services career in 2007, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.

Outside of work, I like to spend time with my wife, Kathleen, and our three children—Maggie, Jackson and Mason. I enjoy coaching youth sports, fishing and playing golf. In addition, I’m a big fan of the Baltimore Ravens football, Washington Capitals ice hockey and University of Maryland sports teams.

Areas of Concentration

  • Asset Allocation
  • Business Owner Services
  • Education Planning Strategies
  • Employer-Sponsored Retirement Plans
  • Estate Planning Strategies
  • Executive Services
  • Financial Planning Strategies
  • Investment Strategies
  • Retirement Planning Strategies
  • Wealth Management

Education

  • Western Maryland College, Dual Bachelor of Arts Degree in Economics and Business Administration
  • McDonogh School-Baltimore, College Prep, 1986