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Pamela Schwartz
Pamela Schwartz
Vice President - Wealth Management | CUNA Brokerage Services, Inc
Alcoa, Tennessee, United States
Pamela Schwartz
Summary
Pamela Schwartz is an accomplished Vice President of Wealth Management at Cuna Brokerage Services, where she specializes in helping clients navigate critical financial decisions. With a strong commitment to client welfare, she utilizes her extensive experience to create personalized financial plans that aim to enhance future security. Pamela's journey in finance spans several decades, during which she has held various roles, including Registered Representative and Academic Therapist, showcasing her diverse skill set. As a Certified Financial Planner (CFP), she is dedicated to educating clients on the importance of sound financial planning. Outside of her professional life, Pamela enjoys spending time with her family, hiking in the Smoky Mountains, and pursuing her passion for photography. Her career reflects a deep-rooted belief in the value of financial literacy and responsible planning, making her a trusted advisor in her field.
Pamela Schwartz
Work Experience
Vice President - Wealth Management at
CUNA Brokerage Services, Inc
February 1999 - Present
Registered Representative at
Nationsbanc Investmentsbank Of America Investments
September 1994 - February 1999
Academic Therapist at
Dr Harvey Kaufman
September 1990 - September 1994
Account Executive at
AT&T
April 1988 - September 1990
Registered Represntative at
C And S Securities
September 1986 - April 1988
Registered Representative at
Morgan Stanley
September 1985 - September 1986
Educational Diagnostician at
Knoxville City Schools
August 1981 - September 1985
Special Education Teacher at
Knoxville City Schools
August 1978 - August 1981
Pamela Schwartz
Education
University of Tennessee, Bachelor Of Science - Bs
January 1975 - January 1978
Memphis State University, Transferred To University Of Tennessee To Finish My Degree
January 1973 - January 1975
Frequently Asked Questions about Pamela Schwartz
What is Pamela Schwartz email address?
Pamela Schwartz's primary email address is ***************@cunabrokerage.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Pamela Schwartz work for?
Pamela Schwartz is a Vice President - Wealth Management at CUNA Brokerage Services, Inc, a company specializing in Security brokers & dealers.
Where Pamela Schwartz graduated from?
Pamela Schwartz holds a degree in Special Education And Teaching from University of Tennessee.
How can I directly contact Pamela Schwartz?
To contact Pamela Schwartz directly, you can use the email address ***************@cunabrokerage.com. Complete contact information is available upon registration with Muraena.
Who is Pamela Schwartz?
Pamela Schwartz is an accomplished Vice President of Wealth Management at Cuna Brokerage Services, where she specializes in helping clients navigate critical financial decisions. With a strong commitment to client welfare, she utilizes her extensive experience to create personalized financial plans that aim to enhance future security. Pamela's journey in finance spans several decades, during which she has held various roles, including Registered Representative and Academic Therapist, showcasing her diverse skill set. As a Certified Financial Planner (CFP), she is dedicated to educating clients on the importance of sound financial planning. Outside of her professional life, Pamela enjoys spending time with her family, hiking in the Smoky Mountains, and pursuing her passion for photography. Her career reflects a deep-rooted belief in the value of financial literacy and responsible planning, making her a trusted advisor in her field.
Pamela`s contact details
***************@cunabrokerage.com
Colleagues
VP Wealth Management
Vice President Wealth Management
Senior Financial Advisor