In my role, I support RBC's goal to be the best wealth management firm in America, always earning the right to be our clients’ first choice by helping our advisors become the advisor of choice for their clients — the advisor their clients most depend on for all of their wealth management solutions — and helping our clients achieve their financial goals.
Mrs. Zimmer leads the International Wealth – USA business channel, which has private banking and international advisory groups to serve high net worth clients in Latin America, the Caribbean and other international locations, as well as U.S. based lending, trust and discretionary asset management services. She is responsible for growing and delivering sophisticated wealth management advice, products and services, either directly, through RBC advisors or indirectly, through correspondent advisors or registered investment advisors (RIAs).
The Correspondent and Advisor Services business channels which Mrs. Zimmer leads provide premier clearing, custodian and execution services for independent broker-dealers, financial professionals and RIAs.
Mrs. Zimmer has worked at RBC Wealth Management - U.S. since 1994, holding a variety of positions with increasing levels of responsibility. She is a strong advocate for diversity and inclusion, serving on RBC’s enterprise-level Diversity Leadership Council and co-leading the Global Wealth Management Diversity Advisory Council. Additionally, she co-leads an RBC team who focuses on women and visible minorities and serves as the executive sponsor for the Women’s Association of Financial Advisors employee resource group.
As a result of her efforts, Mrs. Zimmer was selected as one of the “Top 50 Women in Wealth Management” in an annual list by Wealth Manager magazine for two consecutive years in 2010 and 2011. In 2012, she was named one of “25 Women Industry Leaders in the Twin Cities” by the Minneapolis-St. Paul Business Journal. She was also recognized as one of 2010’s “Women Worth Watching” by the Profiles in Diversity Journal. Additionally, Mrs. Zimmer wrote a guest column for the March 2012 issue of Investment Advisor titled “Greater Female Representation Pays Off for the Financial Services Industry” in which she discussed the importance of creating leadership opportunities for women.
Mrs. Zimmer earned a bachelor’s degree in accounting from the University of St. Thomas and a master’s degree in taxation from the Carlson School of Management at the University of Minnesota. She is also a Certified Public Accountant.
Since 2005, Mrs. Zimmer has served in a variety of positions for the Minneapolis Crisis Nursery. Over the last year, Mary has served on the Foundation Board of Directors of the Securities Industry and Financial Markets Association (SIFMA). As part of her role, she also serves as a member of the SIFMA Foundation Board’s Marketing and Public Relations Committee. In her spare time, she enjoys golf, family time with her husband and two teenage sons and reading.