Pam Robinson, FPQP®

Pam joined Grillo & Associates in 2001 after being self-employed for six years. During that time, she provided small businesses with various financial services. Prior to self-employment she worked in the insurance industry where she was responsible for underwriting, commercial lines customer service, and claims administration. Pam is a graduate of the University of West Georgia where she obtained a BBA in finance. In 2007, she earned the designation of Financial Paraplanner Qualified ProfessionalSM (FPQP). Pam’s role at GMS Planning includes processing trades, rebalancing portfolios, scheduling client reviews, and assisting with clients’ financial plans. She currently holds the following securities and insurance licenses: FINRA Series 7, 66, 24 and 53; life, accident, and sickness. Pam resides in Carrollton, Georgia, with her husband Kevin.

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and GMS Planning are not affiliated. This communication is strictly intended for individuals residing in the states of AL, AZ, AR, CA, CO, CT, FL, GA, IL, KS, KY, ME, MD, MI, MN, MS, NJ, NY, NC, OH, OR, PA, SC, TN, TX, UT, VA, WV. No offers may be made or accepted from any resident outside the specific states referenced.

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