Carson Zimmer is a financial advisor who believes in making wealth planning feel personal, practical, and grounded. Born and raised in Dayton, Ohio, he’s a proud graduate of both Alter High School and the University of Dayton, and he’s proud to serve the same community that shaped him.
Carson started his career at Morgan Stanley as a Wealth Advisor Associate, where he handled financial planning across the entire Southwest Ohio region. After two years in that role, he moved to the Financial Advisor position, where he worked directly with clients to build customized plans around retirement income, tax-sensitive investing, estate planning, and more. In total, he spent five years with Morgan Stanley, gaining a deep understanding of both the technical and personal side of wealth management.
Carson approaches every client relationship with a long-term mindset and a genuine desire to help people feel more confident about their financial future.
Outside of the office, Carson enjoys staying active and still looks back fondly on his time as a mid-stance freestyle swimmer for the Kettering and Coffman YMCA’s – an experience that instilled a strong work ethic and steady focus early on.