Pam Pearce
Wealth Advisor
- Role
- Vice President, Wealth Advisor at Truist Wealth
- Location
- Charleston, SC, US
- LinkedIn followers
- 500 followers
About Pam Pearce
About Me As a Truist Wealth Advisor, I serve as a relationship manager and advocate…
Experience
Vice President, Wealth Advisor
Feb 2021 — Present
Wealth ManagementDue to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via linked in or it’s messaging system. Truist investment services Inc, Member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist investment services, are not a deposit, not FDIC insured, not guaranteed by a bank, not insured but any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor
Education
University of South Carolina - The Moore School of Business
Masters in Business Adminustration, Accounting and Finance
1984
Mary Baldwin College
Bachelor of Arts (B.A.), Accounting and Finance
1981
Skills
- Series 7
- Financial Planning
- Mortgage Lending
- Customer Service
- Strategic Planning
- Portfolio Management
- Contract Negotiation
- Loans
- Leadership
- Public Speaking
- Retirement Planning
- Banking
- Wealth Management
- Strategic Financial Planning
- Risk Management
- Wealth Accumulation Strategies
- Investment Management
- Wealth
- Asset Management
- Investments
- Finance
- Financial Analysis
- Private Banking
- Management
- Credit
- Sales
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