Pam Postma - Sr. Wealth Advisor

Pamela Postma

CFP®, MBA
Sr. Wealth Advisor

True wealth is in contentment and experience, not possessions.

Meet Pamela

Pamela is a Wealth Advisor based in Charlotte, North Carolina. She joined Mercer Advisors in 2024 through the acquisition of Frango Financial, where she built and owned a wealth management practice. She has more than 25 years of experience in financial services, including roles at Morgan Stanley and Fannie Mae. She has been a CERTIFIED FINANCIAL PLANNER® professional since 2015. Pamela majored in economics at Duke University, later earning her MBA from the University of North Carolina at Chapel Hill.

Pamela’s specialties

At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Pamela has focused experience in these areas:

  • Financial strategy for clients who are divorced and divorcing, including asset division and long-term planning
  • Life changes after the loss of a spouse, from estate transitions to long-term planning
  • Guiding clients through living in retirement with steady income and smart planning
  • Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
  • For women breadwinners, financial strategies to support their families and long-term goals

Her working style

Pamela approaches all clients and problems holistically. She strives to understand each person’s background, their values around money, and their priorities throughout life as well as going forward.

Pamela in real life

What keeps you busy outside of work?

I enjoy being engaged in activity. Primarily, I like to swim laps, play pickleball, kayak, bike, and travel.

Favorite thing about where you live?

Living in Kiawah, South Carolina provides ample opportunity to appreciate nature and the outdoors.

What’s one thing you are surprisingly good at?

Work-life balance. Because you only live once!

Pamela’s snapshots

Ready to learn more?