Lucy Zimmerman, CFP ®
Lucy has worked in the financial planning industry since 2011. She began working with the Wiseman team in 2014 and prior to this position worked as a Registered Paraplanner for a firm in Warrenton, VA. Lucy cares deeply for W&A’s clients and her main objective is to help them navigate their finances, so they have more time to focus on what they love be it family, careers, or horses! Lucy is integral in W&A’s client management and new business development. She believes it is important for each client to have a financial plan and she enjoys helping them through this process. Lucy is a CERTIFIED FINANCIAL PLANNER™. She also holds her Series 7, her Series 66 with LPL Financial and Wiseman & Associates Wealth Management, and her Life Insurance License. Lucy graduated from Hollins University and received her B.A. in English and Sociology.
Lucy lives outside of Middleburg and enjoys hiking in the area. She is an avid reader and is always up for a book recommendation. Her favorite thing to do on the weekends is explore the woods and creeks with her husband, Ted, son, Robert and daughter, Anna.