Member since: Feb 25, 2008
Last activity: Sep 12, 2008
Pamela Wood-Price
Financial Advisor
Merrill Lynch Global Wealth Management
Broken Arrow, Oklahoma 74013
What Pamela does
Please see my website above for more information on my practice. There is complete contact information there. I am currently open to new clients. Give me a call or send a message and I will be happy to help you. I have a free monthly newsletter full of timely and informative topics. Just send me an email requesting a subscription and I will add you to my list.
pamela_wood-price@ml.com
What Pamela does best
My focus is on SERVICE. I believe that people simply want to be treated like they matter, and valued as human beings. The personal touch has been all but forgotton these days in favor of electronic 'menus', and poor communication skills. My clients are my ONLY priority, and they know it.
What does Pamela need?
I need to add a few more households to my client base, who are interested in the type of service I provide. Let's talk and see if we are a good fit for each other.
I am committed to keeping my practice small and manageable, so that the level of service is always top notch, and no one ever 'falls through the cracks'.
Education
I am currently in the CFP, (certified financial planner), program, pursuing that designation. Education is an ongoing process in my industry, and I take advantage of all available opportunities so that my clients always have the most current guidance possible.
Experience
I have been a financial advisor for over ten years. I have a varied and extensive background in all aspects of, personal and small business, financial planning.
See my website above for more information on the products and services I can provide.
Pamela's location
Broken Arrow, Oklahoma 74013
