administrator

Pamela S. B. Wise, CFP, CRPC

Pamela joined Merrill Lynch 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 has four children- Peter, Henry, Virginia and Smith- which in addition to her husband James, keep her busy outside of work. She can be found working in her yard in the Observatory Circle neighborhood of Washington, DC and staying active in local philanthropic endeavors especially as they pertain to her children’s interests and her own undergraduate alma mater, The College of William and Mary. Pamela holds the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification, a designation awarded by the Certified Financial Planner Board of Standards Inc. and the Chartered Retirement Planning Counselor SM (CRPC®) designation awarded by the College for Financial Planning.

2017 Contact


Contact Details

Venue Address

Bethesda North Conference
Center & Marriott Hotel
5901 Marinelli Road
North Bethesda, MD 20852 USA