Pam joined MSA in 2007 after a 26-year career at Verizon where she held director positions in Operations and Finance. Having a keen understanding of Verizon’s organization and culture, and expertise in employee benefits, 401K, pension, severance and deferred compensation plans, she is uniquely qualified to serve Verizon employees and retirees.
Pam enjoys working with a wide range of clients, and developing personalized financial plans and asset management strategies. She is passionate about educating her clients about their financial choices and coaching them toward achieving their financial goals and the retirement lifestyle they want.
Pam earned the CERTIFIED FINANCIAL PLANNER® certification in 2012 after completing courses at Boston University. Pam holds the Series 7 (FINRA General Securities Representative), Series 66 (NASAA Uniformed Combined State Law Exam), Variable Life and Annuity, and Massachusetts Individual Insurance Producer’s licenses.
Pam graduated summa cum laude from Colby College and earned a Master of Business Administration in Finance from Northeastern University. She is a member of honor societies Phi Beta Kappa and Beta Gamma Sigma, as well as professional organizations including the Financial Planning Association and Financial Services Institute.
Leave a Reply
Want to join the discussion?Feel free to contribute!