Terese Zimmerman

Terese Zimmerman is a Financial Advisor and Chartered Retirement Planning Counselor™ professional with 10 years of experience helping individuals and families pursue their financial goals. She takes a holistic approach to financial planning, helping clients align their investments, retirement goals, and estate planning needs into a personalized strategy designed around their unique objectives, values, and comfort with risk.
Drawing on experience in asset management, financial planning, lending, private banking, trust and estate planning strategies, and investing, Terese works closely with clients to create tailored financial strategies that support every stage of life. She partners with financial centers and specialists across multiple disciplines to deliver a personalized planning experience and help ensure clients have access to the resources they need to make informed financial decisions.
As a Chartered Retirement Planning Counselor™ professional, Terese focuses on helping clients prepare for retirement, transition confidently into their retirement years, and develop strategies designed to support the lifestyle they envision for the future.
Having spent more than seven years with Bank of America and Merrill, Terese is proud to serve the Santa Fe community she calls home. She values the relationships she builds with clients and is passionate about helping individuals and families across Northern New Mexico work toward greater financial confidence and long-term success. Outside of work, she enjoys connecting with the local community, exploring the outdoors, tending to her small homestead, and traveling with her family.