Andy Zimmer
Chief Operating Officer, SAGE
Wealth Advisor, RJFS
andy.zimmer@sageprivatewealth.com
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Andy Zimmer

In his 24 years as a financial services professional, Andy has had the pleasure of building and leading world-class financial services teams and organizations in the areas of Wealth Management, Investment Management and Investment Research. As a business leader, he is committed to enhancing resources and acting as a strategic partner and collaborator for his colleagues with the shared goal of delivering exceptional financial solutions to Private Clients and Institutions.

Andy has a passion for mentoring and inspiring like-minded professionals to do great work and believes in a supportive culture built on honesty, integrity and excellence. He enjoys working with those who are committed to continuous growth and who insist on making a positive and measurable impact on the lives of their clients, colleagues and families.

As a trusted Wealth Advisor, Andy has spent a career assisting individuals and families in the areas of Wealth Accumulation and Wealth Preservation. His mission is to transform the lives of his clients, to lessen their burden and to bring the complex world of finance and investments into the grasp of everyone.

Andy is active in his community and in professional organizations. He is a past president of The Bond Club of Chicago where he has been a long-time member; he has also served as an officer and board member of the Securities Industry and Financial Markets Association (SIFMA), Central States District. Andy earned a Bachelor's degree from the University of New Mexico where he graduated magna cum laude. His principal areas of study were Behavioral Science and Business Management.

Andy lives in Elmhurst, Illinois with his wife Anne and their daughter Audrey.

Raymond James is not affiliated with any of the organizations listed above.


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