Karly Zimmerman

Wealth Advisor

Part marketing maven, part new business builder, and part client relationship manager; Karly plays a unique role within our firm. As a Jacqueline of all trades, she’s involved in most everything you see or hear about Marks Group. When Karly is not advising clients, she’s creating financial plans, designing billboards, developing marketing campaigns, or coordinating the next client appreciation event.

Karly has a genuine interest in helping others succeed. Beyond helping her clients meet their goals, she’s our go-to problem solver and has unofficially taken on the role of Chief Technology Officer.

Karly graduated from the University of Minnesota with a degree in Economics. A self-proclaimed foodie, she loves visiting new restaurants and enjoys creating her own signature dishes. When she’s not pleasing her palate, you can find her kickboxing, hosting friends and family or planning future travels. Karly enjoys immersing herself in different cultures—especially ones where food, fashion and finance collide.

Email: karly.zimmerman@marksgroup.com

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