Jimmy Zimmerman
Wealth Manager & Partner at Beaird Harris | Keller, Texas, United States
Engage
candidates 10x faster
Enjoy unlimited access and discover candidates outside of LinkedIn
Trusted by 1.4M users from 76% of Fortune 500 companies
The most accurate data ever
CCPA Compliant
GDPR Compliant
150M
Personal Emails
200M
Work Emails
100M
Direct Dials
250M
Professional Profiles
40M
Company Profiles
Find anyone, anywhere
with ContactOut
today
Making remote or global hires?
Connecting
with key decision-makers? We can help.
- 40 emails / month
- 3 phone numbers / month
- Works on standard LinkedIn only
-
Work emails, personal emails,
mobile numbers
No credit card required
As a Wealth Manager and Partner at Beaird Harris, Jimmy Zimmerman plays a pivotal role in guiding high-net-worth families through the intricate landscape of wealth management. With a strong emphasis on ethics and transparency, Jimmy is dedicated to building customized financial strategies that align with his clients’ unique goals—whether they involve wealth accumulation, distribution, or multigenerational transfer. His extensive expertise encompasses a wide range of services, including retirement income strategy, tax efficiency, risk management, and asset protection, ensuring that each client receives a holistic approach to their financial well-being.
At Beaird Harris, Jimmy is actively involved in key projects that focus on developing comprehensive wealth management solutions tailored to the specific needs of individuals, families, and businesses. His proficiency in philanthropic planning, trust, and estate planning allows him to assist clients in making informed decisions that not only enhance their financial legacy but also reflect their personal values. As a Certified Financial Planner, he leverages his skills in investment management and alternative investments to optimize portfolios, ensuring that clients can navigate market fluctuations with confidence.
Jimmy’s commitment to ongoing education and training further strengthens his ability to provide insightful advice in an ever-evolving financial landscape. By fostering long-term relationships built on trust and integrity, he empowers his clients to achieve their financial aspirations while safeguarding their assets for future generations. In a world where financial complexities abound, Jimmy Zimmerman stands out as a trusted advisor, dedicated to delivering exceptional service and results at Beaird Harris.
Wealth Manager & Partner at Beaird Harris in April 2015 to Present
Wealth Manager at Beaird Harris in April 2015 to December 2016
Vice President/Senior Account Executive at Fidelity Investments in January 2008 to April 2015
Senior Investment Consultant at Fidelity Investments in January 2006 to January 2008
Investment Consultant at Fidelity Investments in July 1998 to January 2006
See more
See less
Retirement
Investments
Strategic Financial Planning
Insurance
Estate Planning
Financial Services
Financial Planners
Mutual Funds
Asset Management
Wealth Accumulation
Wealth Management
Series 63
Training
Portfolio Management
Certified Financial Planner
Asset Allocation
Series 7
Equities
Retirement Planning
Investment Advisory
CRM
Management
Series 65
Investment Strategies
Securities
Investment Management
Fixed Income
401k
Alternative Investments
See more
See less
Discover more about Beaird HarrisWhat is Jimmy Zimmerman email address?
Email Jimmy Zimmerman at [email protected]. This email is the most updated Jimmy Zimmerman email found in 2026.
What is Jimmy Zimmerman phone number?
Jimmy Zimmerman phone number is +12145575244 and +19723830565.
How to contact Jimmy Zimmerman?
To contact Jimmy Zimmerman send an email to [email protected]. If you want to call Jimmy Zimmerman try calling on +12145575244 and +19723830565. (updated on October 29, 2024)
What company does Jimmy Zimmerman work for?
Jimmy Zimmerman works for Beaird Harris
What is Jimmy Zimmerman's role at Beaird Harris?
Jimmy Zimmerman is Wealth Manager & Partner
What industry does Jimmy Zimmerman work in?
Jimmy Zimmerman works in the Financial Services industry.
Jimmy Zimmerman Email Addresses
Jimmy Zimmerman Phone Numbers
looking for?
Find personal and work emails for over 250M professionals.
People like Jimmy Zimmerman
VICE PRESIDENT OF HUMAN RESOURCES, PAYROLL, & IT at U.S.VETS Initiative
Developer at Cognosante
ULTRASOUND TECHNOLOGIST at Club Staffing
Owner at -
National Director Youth for Christ Military at Youth for Christ USA
Project Control Manager at Jacobs
Senior IT Advisor at Ovintiv
Owner/ Property Manager at Rentals
Founder and CEO at KarpWorks LLC
Clerk at Church
Plant Production Manager at HITACHI RAIL USA INC
Assistant Principal at Allamanda Elementary School
Store Manager at Walmart
Chief Executive Officer at Orange Door Midwest LLC
Finance Director/Sales Manager at Bob Moore Auto Group
Senior Attending Surgeon at Mt Sinai St Luke's Hospital
Director of Design at Capital Sign Solutions
Sales Consultant at Aeropostale
Former Columbus police sergeant, Canal Winchester mayor, director of Fairfied County Red Cross at Retired
Warehouse at EXPRESS
Show more
Show less