Morgann Zimmer, CFP®Senior Associate Advisor

Current Role and Professional Background:

As Senior Associate Advisor, Morgann oversees the day-to-day relationship with her clients, addressing their financial advisory needs and leading client meetings. She also serves in the senior relationship role for a select group of clients. Prior to joining Goodman Financial in 2017, Morgann spent four years with KMH Wealth Management, LLC in Victoria, Texas. She worked closely supporting several financial advisors with client investments and financial plans.

 

Education:

Bachelor of Science in Agribusiness, Texas A&M University, 2012, Cum Laude

CERTIFIED FINANCIAL PLANNERTM Professional

 

Affiliations, Current and Past:

Member, Financial Planning Association (2017 – Present)

Former Member, American Business Women’s Association (2016 – 2017)

Former Member, Victoria Professional Express Network (2016 – 2017)