Pamela specializes in crafting comprehensive financial plans and providing tailored investment advice. With more than 25 years of experience in financial services, she has been a CERTIFIED FINANCIAL PLANNER® professional since 2015.
Pamela majored in economics and played soccer at Duke University, later earning her MBA from UNC at Chapel Hill. Pamela’s career includes roles at Morgan Stanley and Fannie Mae before joining Frango Financial, which merged with Mercer Advisors in 2024.
Born and raised in the “Secret City” of Oak Ridge, Tennessee, she now resides in beautiful Kiawah, South Carolina, after living in Washington, DC, for several decades. Her recent move allows her to enjoy near-daily opportunities to swim laps, kayak, or bike in the abundant surrounding nature.
Charlotte
201 South College St. Suite 2250 Charlotte, North Carolina 28244