Joel Zimmerman
Wealth Associate
As a Wealth Associate at Versant Capital Management, I support our Wealth Advisors by preparing comprehensive financial analyses on various wealth management topics. I focus on aiding in the creation of financial plans through tailored strategies and in-depth assessments to help individuals and families optimize their financial portfolios and achieve long-term goals.
I began my career in the finance industry as an intern at Versant after graduating from the University of Alabama with a Bachelor of Business Administration in Finance & Economics.
I live in Dallas, and in my free time, I enjoy spending time with my girlfriend and our miniature dachshund, Frank.