Margaret Zimmer

Vice President, Private Client Advisor

Professional Profile

Margaret Zimmer is a Vice President and Private Client Advisor with Bank of America Private Bank in Buffalo, New York. Margaret works closely with high-net-worth individuals, families, private foundations and endowed not-for-profits to help optimize and manage their wealth. By identifying a client’s primary goals and needs, Margaret and her team coordinate local resources and the national capabilities of Bank of America Enterprise to help clients reach their objectives. She leads a team of Bank of America Private Bank specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity-event strategies, lending and philanthropy.

Prior to joining Bank of America Private Bank in 2022, she served as a CMF Philanthropy Fellow at the Ralph C. Wilson, Jr. Foundation helping give her experience and insight into the philanthropic sector. Previously, she held positions in corporate communications, shareholder relations, and organizational effectiveness at Delaware North.

Margaret obtained a Bachelor of Science degree in marketing and MBA from Canisius College in Buffalo, New York. She currently serves on the Next Generation United board of the United Way for Buffalo and Erie County.

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Soyeon K Caruso

Private Client Manager


Christian Zemaitis

Trust Officer


Suze J Wollke

Portfolio Manager


Rocky Fittizzi

Wealth Strategies Advisor


Key Contacts

Danielle L Smith

Private Bank Senior Associate


Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future


For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.