Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Pam began her career in the financial services industry 27 years ago and joined the Nearing Team at Merrill Lynch in 2014. She focuses on business development and client relationship management for the team, and works to help individuals and their families address their unique needs through personalized retirement planning services and customized asset allocation. Pam is dedicated to helping clients pursue their financial goals and believes every client is entitled to a high level of personalized service and care.
Pam graduated from the University of North Carolina at Chapel Hill and subsequently served as Director of the Reidsville Chamber of Commerce, the Senior Loan Officer for First Savings Bank of Reidsville and the Senior Mortgage Loan Officer for Powerco Federal Credit Union prior to joining Bank of America. At Bank of America, Pam was a Vice President with a Certified Process Improvement designation from Tathum Engineering and worked on aligning processes during mergers and acquisitions. She is a former board member of the YMCA, a current member of the Hibiscus Children’s Center Guild, and active with YoungLife of Martin County. She was formerly active with the Junior Service League of Rockingham County, The Rockingham County Board of Realtors, The Charleston Women's Club, the United Way of Rockingham County, and her local church Pastor Parish and Children’s Ministry.
Pam and her family have lived in Sewall’s Point for over 12 years and enjoy playing golf, tennis, pickle ball, and volleyball. They are also avid fans of watching sports, particularly college basketball and football.
University of North Carolina System
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.