Pamela Wise
Wealth Management Advisor
- Role
- Wealth Management Advisor, Senior Vice President at Merrill Lynch
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Pamela Wise
Pamela joined Merrill Lynch Wealth Management in 2011. She is an advocate of disciplined wealth management strategies and planning as a means of financial goal achievement. Pamela is known for her collaboration and responsiveness with clients. She also takes pride in demystifying the financial markets and implementing Social Responsibility in investing. Pamela is married to James Wise and has four children- Peter, Henry, Virginia and Smith- who keep her busy outside of work. In addition she loves sports, her gardens, contemporary art and is a clothes enthusiast. Pamela holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards Inc, as well as the Chartered Retirement Planning Counselor™, CRPC™ and the Chartered SRI Counselor™, CSRIC® designations awarded by the College for Financial Planning Institutes Corp.*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States.*Chartered SRI Counselor™, CSRIC®, and the CSRIC™ logo are certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States.
Experience
Wealth Management Advisor, Senior Vice President
Jun 2011 — Present
Education
College of William & Mary
Bachelor's Degree
1994 — 1997
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