David L. Zimmerman, MSc, CPC, spent over 40 years helping shape the wealth management industry. Starting at EF Hutton as a financial advisor, he rose to lead advanced advisor development at Shearson Lehman Brothers, became national sales director for private client services at Wells Fargo Private Bank, served as CEO of First Citizens Bank’s broker-dealer, and led wealth management at Atlantic Union Bank. Now, as the founder of AMAXXA LLC, David combines deep experience and academic commitment to help leaders navigate change, design bold strategies, and achieve sustainable outcomes. His dedication to empowering executives and professionals enables them to reimagine their potential and thrive in a rapidly changing world.