Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Pamela M Wade
Prior to starting her financial services career in 2018, Pamela spent more than two decades working in corporate and operations finance and data analytics, with 10 of these years in the aerospace and defense industry. Pamela is driven by her passion for delivering excellent service and helping clients achieve their goals and visions by using a goals and planning-based approach.
Pamela enjoys working with successful business owners, professionals and executives, many of whom are women. As the mother of two daughters working in the healthcare industry, she has a nuanced understanding of the needs of clients in the medical community. Also, as a proud ally, Pamela cherishes the opportunity to serve the financial needs of the LGBTQ+ community. Putting every client’s core values and interests at the center of her efforts is both her priority and passion.
One of the most rewarding parts of Pamela’s job is to get to know her clients and their families to help them identify and prioritize their goals and prepare for likely and unlikely circumstances. She believes that exploratory discussions are not a one-time event – that as life unfolds, strategies must adjust accordingly. For clients who want investments reflective of their values that represent responsible corporate behavior and sustainable competitive advantages, Pamela can offer Impact or Environmental, Social & Governance (ESG) investing strategies and for qualified investors, Pamela can also offer Alternative Investments, which may offer potential opportunities for additional growth and differentiation within your portfolio.
Operating with passion and purpose, Pamela can translate complex principles of investing and finance into easily understood concepts that help leave clients feeling comfortable rather than confused. Knowing how to bring the right people to the table, she can also draw on a team of experienced specialists throughout Merrill and Bank of America and can coordinate closely with clients’ CPAs and attorneys throughout the year to help give clients the freedom to focus on what’s most important in their lives.
Pamela earned a B.B.A in accounting from Georgia State University and an M.B.A. in finance from Mercer University in Georgia. She is actively involved in a variety of professional organizations, including the American Business Women’s Association, National Black MBA Association®, and National Association of Women Business Owners. Pamela is a Bank of America Better Money Habits® volunteer champion, helping members of the Atlanta community learn about personal and business finances. She is a member of the Bank’s Black Professional Group, has been appointed to its Executive Leadership Council, and currently serves as the Atlanta Women’s Exchange Recruiting and Retention Board Chair.
Pamela and her husband David have two daughters, Morgan and Sydney. An avid reader, she enjoys spending time at the ocean and traveling domestically and internationally.
*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
*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.
Georgia State University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
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Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
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We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.