Joshua Zimmerman

Joshua Zimmerman

Private Wealth Manager/Financial Planner

Joshua Zimmerman joined our team after spending the beginning of his career focusing on risk based financial planning.   He is assuming the same role here at Eaton Financial and will be working closely with our clients to build plans that both fit and manage their long term financial goals while also seeking to protect them from the eventual curveballs life can throw.  In addition to personal planning, Joshua also brings a vast knowledge and history of working closely with business owners on their personal retirement strategies, employee retirement programs, and employee benefit programs. 

 

A lifelong Florida Gators fan, Joshua is a walking conundrum having studied finance at The University of South Florida and moving on earn his master's degree at The Florida State University. He resides with his spouse Michelle and their Goldendoodle’s Ollie and Cricket in Riverview, Florida.  When Josh isn't working on enhancing his client's retirement plans Josh enjoys taking Ollie and Cricket to the dog park for fetch, traveling with Michelle, watching endless amounts of movies, and fishing

 

Something that might never come up in conversation unless you ask him would be that Josh grew up riding rodeo events, raising pigs and steers for the local fair, and has an immense passion for snowboarding.

 

Joshua is currently FINRA Series 6, 7 and 63 securities licensed with LPL Financial and holds the Series 65 registration with PSI Advisors.

Phone 813-328-1693
Fax 813-444-0336
Mobile Phone 941-628-6767