Pam S. Davis, CLU, ChFC - Vice President
Expertise
Pam's practice focuses on financial planning, estate planning and wealth management strategies for high net worth individuals and families, including business owners, professionals and key executives. She differentiates her service as being highly personalized and she designs custom strategies tailored to meet the objectives of each of her clients. In addition to personal planning, Pam also works in the areas of business succession strategies, executive compensation strategies and employee benefit plans.
Professional Background
Pam started with the firm in 1978 in an administrative capacity, became a field representative in 1979 and is one of the firm's leading producers. During her distinguished tenure with GCG Financial, Pam has not only developed and serviced her clients in over twenty states, but she has also taught and mentored dozens of new associates.
Pam received her Chartered Life Underwriters (CLU) and Chartered Financial Consultant (ChFC) designations in 1987. She is a life and qualifying member of the Million Dollar Round Table and belongs to the Society of Financial Service Professionals, the National Association of Insurance Financial Advisors and several local professional organizations.
Community Involvement
Active in many charities and organizations, Pam is a member of the Board of Trustees for the Kohl Children's Museum of Greater Chicago. Pam also did fundraising for Evanston Northwestern Healthcare for several years and is involved with a number of organizations dedicated to mental health and education.
Personal
Pam and her husband Dan live in Highland Park, Illinois. They spend as much time as possible with their grown children and grandchildren . Pam and Dan also spend several weeks a year in Santa Fe, New Mexico, where they go hiking, horseback riding, rafting and frequent the many art galleries and museums in the area.
Registered Representative and Investment Advisor Represenative, Securian Financial Services, Inc., Securities Dealer, Member FINRA/SIPC, A Registered Investment Advisor