Pam is a Client Specialist located in the Charlotte office. She supports portfolio managers and senior financial advisors by providing the highest quality client service experience in all phases of client engagement.
Prior to joining EDGE, Pam was a Wealth Management Senior Associate and Portfolio Administrator for other wealth advisory firms located in the Charlotte area and brings over 15 years of diversified financial services and private wealth management experience.
She was raised in Upstate South Carolina and earned her Bachelor of Science degree in Applied Professional Sciences at the University of South Carolina. She completed the CERTIFIED FINANCIAL PLANNING™ education program at Queens University’s McColl School of Business.
In her free time, Pam enjoys traveling with friends, spending time with her children Priscilla and Nolan whenever they are home from college. She lives in the Lake Norman area and in warmer months, loves spending time out on the lake with her extended family and friends.