Pam is a highly experienced Senior Client Service Associate who has been in the financial services industry since 1994. Often the first point of contact, she assists clients with a wide variety of needs ranging from simple requests to complex issues. Pam completes our team and manages administrative and day-to-day operations with personal care and first-class service. She has earned her Series 7 and Series 66 registrations and is fully licensed to execute a multitude of financial trades.
CA, CO, CT, FL, GA, MA, NC, NH, NY, OR, VT