Pam S. Davis, CLU®, ChFC® Vice President, Wealth Services
Pam started with the firm in 1978 in an administrative capacity. She became an advisor in 1979 and has since been one of the firm’s leading advisors. During her distinguished tenure with the firm, Pam has provided services to individuals and businesses throughout the country. She is a repeat member of the Top of the Table, a group comprised of leading life insurance and financial services professionals worldwide. Throughout her career, Pam has been the top female advisor at the firm. She is the first and only female to become Advisor of the Year for her production at the firm. Pam is also among the first women in the country to break the Top 10 Advisors level within her broker-dealer.
Active in many charities and organizations, one of Pam’s greatest passions is that all children, no matter their circumstances, have access to an outstanding education. To help realize that goal, Pam was a member of the Leadership Council of The Chicago Public Education Fund for a number of years. Pam has also worked with AUSL (Academy for Urban School Leadership) and was on the Board of Trustees for the Kohl Children’s Museum of Greater Chicago. Pam currently serves on the Family Advisory Council for Cradles to Crayons in Chicago and is a member of the Campaign Cabinet of the Lake County Community Foundation.
Pam and her husband Dan live in Highland Park, Illinois. Their two passions are spending time with their adult children and three grandchildren and traveling. Pam and Dan travel extensively and delight in exploring countries across the globe and learning about different cultures. They also spend time each year in Santa Fe, New Mexico, where they enjoy hiking, frequenting art galleries and spending time with friends.
Credentials: Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®)
Investment Advisory Services offered through Alera Investment Advisors, LLC. Securities offered through Triad Advisors, LLC., Member FINRA/SIPC. Triad Advisors LLC is separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad Advisors.
CA license # 0C59058