Pamela Appell, CFA, CPFA™, AIF®

Pam brings decades of wide-ranging financial experience to Plexus Financial Services, LLC. Her experience includes retirement plan consulting, performance monitoring, investment management, wealth management and financial planning. Pam 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 provided investment consulting services to corporate and public retirement plans. Pam then joined Boston International Advisors where she oversaw their client service and marketing departments. After moving to Chicago, Pam worked for Northern Trust as a consultant to institutional clients, providing board level risk and performance analysis to investment committees. Before joining Plexus Financial Services, Pam 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. Pam is a Chartered Financial Analyst (CFA),1 and an Accredited Investment Fiduciary (AIF®)2 as well as holds the Series 73 and Series 664 securities registrations.  Pam also holds life, health, and variable contracts insurance licenses from the National Insurance Producer Registry5 and a Certified Plan Fiduciary Advisor (CPFA) Designation6. The designations and registrations referenced above require various study, testing, and continuing education requirements. 

Please visit the following for additional details related to each designation/registration:

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

2fi360 AIF® Designation: https://www.fi360.com/products-services/training-overview/aif-designation-training

3Series 7: General Securities Representative: http://www.finra.org/industry/series7

4Series 66: Uniform Combined State Law: http://www.finra.org/industry/series66

5Life, Health and Variable Contracts Insurance License: https://nipr.com

6NAPA Certified Plan Fiduciary Advisor (CPFA): https://napacpfa.org/