
Erica P. Zimmer
Senior Client Advisor
Ms. Zimmer is Principal and Senior Client Advisor at Bessemer Trust. In this role, she leads a team responsible for providing clients with proactive, highly personalized advice across Investment Management, Wealth Planning, and Family Office Services. Erica serves as Chair of the firm’s Officers Committee for the Florida region. She joined Bessemer in 2008, working in the firm's New York office for more than ten years before relocating to Palm Beach in 2019.
She is an adjunct professor for the Master in Wealth Management program at Columbia University.
Erica earned an M.P.S. in wealth management from Columbia University and a B.S.B.A. from the University of Central Florida. She is a Certified Trust and Fiduciary Advisor, a graduate of the Cannon Trust School, and a member of the American Bankers Association.