Pam believes that disruptions in our daily lives often raise anxiety and stress as we go about our personal and professional activities. Feeling overwhelmed is normal and can be managed with an advisor who displays human empathy-- listening, offering guidance, information, and solutions. Passing through periods of change over time can result in a more positive outcome.
Pam began her career as a licensed healthcare professional. Her own career transition to wealth advisor over 27 years ago and designation as a Certified Wealth Strategist® (https://www.cannonfinancial.com/certified-wealth-strategist) add unique professional skills to her practice. Her clients are busy, dynamic individuals, women, and families of wealth, who desire customized financial solutions and personalized service.
She has an extensive history of professional and community service in central and south Florida. She has served on Boards of non-profits, a graduate of Leadership Winter Park and Leadership Seminole, as well as past president of Florida Executive Women, Inc. a distinguished group of top women executives and entrepreneurs.
A professional committed to your well-being, she invests in you, to understand your personal connection with money and what financial success means to you. With your input, she will shape a financial plan that aligns with your values and expectations. As an independent advisor, she has the flexibility to draw from nationally recognized financial and investment resources to complete the plan. Once implemented, Pam will monitor the progress with ongoing reviews to assure that you are on track, clarify the vision of your future, and celebrate the milestones!
Let’s get started! Schedule a get-acquainted meeting today to explore the possibilities.