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.

Check the background of investment professionals on FINRA’s BrokerCheck.

Copyright © 2024
GMS Planning