Pamela Appell, CFA, AIF

Pam brings nearly 20 years of wide-ranging financial experience to Plexus Financial Services. Her credentials include retirement plan consulting, performance monitoring, investment management, wealth management and financial planning. She has a passion for helping others invest and save for retirement and has worked with entities of all sizes, from start-up organizations to Fortune 500 companies and large pension plans.

After starting her career at State Street Bank, Pam oversaw a team that consulted corporate and public retirement plans. Pam then joined Boston International Advisors, overseeing their client service and marketing departments. After moving to Chicago, Pam worked for Northern Trust as a consultant to institutional clients, providing board level reports and analysis to the investment committees. Most recently, she served as a financial advisor at Raymond James & Associates, working directly with business owners and individuals on their wealth management needs.

Since joining the Plexus Financial Services team, Pam now assists employers with their fiduciary obligations and helps plan participants pursue their retirement goals.

Pam holds a Bachelor of Science degree (B.S.) in Journalism and a Bachelor of Arts degree (B.A.) in Economics, Magna Cum Laude, from Boston University. She is a Chartered Financial Analyst (CFA)®¹, and holds Series 7² and Series 66³ securities registrations. She also holds life, health, and variable contracts insurance licenses. 

The designations/registrations referenced above require various study, testing, and continuing education requirements.  Please visit the following for additional details related to each designation/registration:

¹ CFA Institute CFA Designation: https://www.cfainstitute.org/programs/cfaprogram/Pages/index.aspx

² General Securities Representative: http://www.finra.org/industry/series7

³ Uniform Combined State Law: http://www.finra.org/industry/series66