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Pam has been a Monetary Advisor with Edward Jones since January 2000. Her workplace opened in April 2000. It has remained in the identical location for 23 years.
Pam’s workforce has a ardour for working with people and households to assist them obtain their monetary targets. The purchasers turn out to be like household. Their aim for each shopper is to assist make it attainable for them to do what they need, when they need, with whom they need, for so long as they need.
Throughout Pam’s profession she has obtained her AAMS™ and most just lately turn out to be a CERTIFIED FINANCIAL PLANNER™ skilled in 2023. In 2003, Pam was invited to turn out to be a restricted companion with Edward Jones. She has been invited to her agency’s Managing Companion’s convention the previous 7 years and the Barron’s Prime Ladies Advisors Summit the final 9 years. Most just lately Pam has been named to the 2023 Forbes Greatest-in-state Wealth Advisors and Greatest-in-state Ladies’s Wealth Advisors. In 2015, she was honored with the Edward Jones Spirit of Caring Award, which acknowledges monetary advisors who exemplify the values, spirit, and tradition of giving again.
Her two department workplace directors, Kelli Ferkovich and Taylor Balzano, together with Affiliate Monetary Advisor, Danny Sonnenberg, are instrumental members of her workforce and, like herself, are dedicated to offering her purchasers with the very best degree of service. Ardour, empathy, service, and belief are the core values of her workforce. By constructing long-term, trusting relationships along with her purchasers and their households, they work collectively to assist them attain, keep, and exceed their monetary targets.
Pam’s department workforce companions with households to collect and set up wealth, serving to them to construct, get pleasure from, defend, and switch it to those they love and cherish essentially the most. They help purchasers with retirement saving methods, property and legacy planning, life and long-term care insurance coverage, annuities, charitable giving, and intergenerational planning.
Edward Jones – Pam Werner Monetary Advisor’s workplace is situated at 1319 W. Foremost Avenue, Sterling, CO 80751. For extra info contact them at 970-526-1013 or their web site:
Please be a part of the Logan County Chamber of Commerce in congratulating Edward Jones – Pam Werner Monetary Advisor as this week’s Member of the Week and tying our group collectively!
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