“Our clients are genuinely great people. It’s heartwarming to see the hard work they put in alongside their wealth management team to work towards their goals.”
Pam’s Role at Marshall Financial
Long-time clients may remember Pam from her role as receptionist here at Marshall, from 2014 to 2018. The office is happy to welcome her back in her new role as Client Care Specialist. Pam works alongside the wealth advisors of the firm to help turn her clients’ plans into action by opening new accounts, transferring funds, and setting up distributions.
Additionally, she helps run reports to help clients gain an understanding of where they are today and where they want to go. “I love getting to know new clients so that I can see their journey from day one. It’s great to be able to hear about their goals and see them come into fruition down the road.”
Get to Know Pam
As a Bucks County native and Central Bucks West graduate, Pam has spent a lot of time within Doylestown and the surrounding areas. She enjoys trying out local Bucks County breweries, walking the Perkasie bike path, and visiting local bookstores for her next read. Typical weekends for Pam include curling up with a good book and spending time with her husband and son. She also enjoys traveling anywhere sunny and one day hopes to visit Italy.
With Marshall Financial since 2023
In financial services since 2006