Advisor at Buttonwood Wealth
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Firm
Buttonwood Wealth
Location
Winchester, VA 22601
Credentials
CFP®, Series 66
Industry experience
12 years
Lucy Zimmerman is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Buttonwood Wealth in Winchester, VA. She previously worked at LPL Financial and has been involved with Wiseman Wealth, LLC, providing investment advisory services through that independent firm. Buttonwood Wealth is a six-advisor registered investment adviser managing approximately $425 million for nearly 400 clients, including individuals, pension plans, and trusts. The firm employs diversified asset-allocation models, combining fundamental and technical analysis, and offers discretionary portfolio management alongside web-based solutions and personalized financial planning.
Based on Buttonwood Wealth
Based on Buttonwood Wealth
Certain associated persons receive commissions for insurance and securities sales outside advisory accounts. Advisory accounts do not generate commissions.
$300 per hour for financial planning services (negotiable); full waiver if client engages portfolio management services.
27 West Boscawen Street
Winchester, VA 22601
North Carolina · Virginia
LPL Financial
2015 - 2016 (1 year)
LPL Financial, LLC
2015 - Present (11 years)
Wiseman Wealth, LLC (DBA:Wiseman & Associates Wealth Management)
2014 - 2025 (11 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
PFS™, Series 65
Winchester, VA
R & J Financial Partners, LLC
PFS™, Series 65
Winchester, VA
R & J Financial Partners, LLC
Series 63, Series 65
Winchester, VA
Cornerstone Asset Management
Series 63, Series 65
Winchester, VA
Cornerstone Asset Management
Series 65
Winchester, VA
Westbourne Investments, Inc.
CFP®
Winchester, VA
Buttonwood Wealth
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