Pamela Sams, CRPC, BFA

Financial Advisor at Jackson Sams Wealth Strategies

Financial Services and Wealth Management

Education: University of Missouri-Columbia - Averett University
Herndon, VA, USA

Biography

For 21 years, Pamela has been helping women improve their personal and financial wealth through solid financial life planning. Pamela’s education and training enable her to help clients successfully navigate through the myriad of financial decisions they face during their lives. She focuses on helping her clients meet their financial needs and help them work to achieve financial security and greater retirement readiness.

Pamela has become a strong voice in the area of personal finance for women. Her knowledge in this area has made her a sought-after speaker. She has been quoted in articles for several leading financial publications.

Throughout her financial services career, she has acquired several client service and financial planning awards. She recently qualified for membership into the Million Dollar Roundtable (MDRT). Membership in MDRT is a highly recognized mark of excellence and limited to only the most successful in the financial services profession. This places Pamela among the top professionals in the global life insurance and financial services industry. Pamela was featured in the Women in Wealth section of Fortune Magazine November 2020 issue as a top Wealth Manager in the Washington DC metro area.

She successfully completed the demanding requirements to receive a Chartered Retirement Planning Counselor certification through the College of Financial Planning. Pamela also holds a Behavioral Financial Advisor designation, awarded to advisors who have undergone training to learn to help clients make financial decisions using a rational, values-based approach. Behavioral Financial Advisor’s integrate techniques founded in traditional finance, psychology, and neuroscience to positively influence clients’ spending and saving behavior in the presence of challenging emotions.

Pamela is married, lives in Chantilly, VA and has three children. She devotes her free time to her family, her church, enjoys reading and loves to sing.

Passion

Singing, Reading, Speaking

Featured Video

I am willing to travel

Up to 100 miles

When it comes to payments

I generally get paid for speaking but make exceptions

Topics

personal finance women financial planning women wisdom and wealth women and wealth wealth management women entrepreneurship women in business leveraging your niche wealth gap fintech trends divorce finances women in transition money women business owners retirement planning retirement income social media million dollar round table cryptocurrency life insurance medicare annuity finances women in financial services women in finance investing metaverse communications blockchain marketing strategies fintech

Origin Story

My Why

I went into financial services after watching my mother fall into dire financial hardship once my father died. When they were together my father handled all of the finances. He took care of everything. And my mother knew nothing about how to handle money. So when he died, she was at a loss. Fortunately, I jumped in and helped my mother figure things out. But I knew that my mother was not the only woman who was in that position. And that some women didn’t have anyone they could trust to help them figure it out. That’s when I decided to go into financial services specifically to help women gain financial literacy so they would never be in the position my mother was in, whether they have a spouse or not.

Example talks

Wealth Made Simple Podcast Interview

https://www.youtube.com/watch?v=36DVhL1V5OA

Getting Your Financial House in Order After Job Loss

https://www.youtube.com/watch?v=44qf-cllNDk

Entrepreneur Mindset-Reset Podcast Interview

https://open.spotify.com/episode/79G3FYJZU9pAqOxcHNS1pW?si=msO04A1tTmicuNCIuqC-iw

My favorite part of our interview is where we go deep into mindset about what's possible when we're intentional. It's so good, and Pam's insights are spot-on.

You'll also love her story about her client who's a sex therapist and how a conversation with her sparked a whole new program called "Mind Your Money" that will support and empower busy women so they can get things done with confidence.

The Power of Defining A Niche

https://vimeo.com/294637676
Pamela Jackson Sams combined her talent for advice giving with her knowledge of finance to start her own financial planning business called Jackson Sams Wealth Strategies. She works primarily with single women ages 45 to 65 to help them feel comfortable with their finances and reach their short and long term goals. She stands strong in her moral beliefs and life principles, which draws people to her and has paved her way to success. Pam discusses the problematic lack of education in finance, the best ways to invest in the market, and how to plan realistically and effectively for the future.