Joe Zimmermann

Joe Zimmermann is an experienced finance professional currently serving as a Senior Trader in the Mid Atlantic Region at Congress Wealth Management, LLC since May 2021. Prior to this role, Joe held the position of Senior Trader at Pinnacle Advisory Group starting in June 2013 and worked at Morgan Stanley as an Associate from June 2005 to June 2013, gaining expertise in securities operations including equity client service, clearing and settlement, and trade management. Joe Zimmermann earned a Bachelor of Business Administration in Finance from The University of New Mexico between 2001 and 2005.