Edward Jones — Pam Werner Financial Advisor
Pam has been a Financial Advisor with Edward Jones since January 2000. Her office opened in April 2000. It has remained in the same location for 23 years.
Pam’s team has a passion for working with individuals and families to help them achieve their financial goals. The clients become like family. Their goal for every client is to help make it possible for them to do what they want, when they want, with whom they want, for as long as they want.
During Pam’s career she has obtained her AAMS™ and most recently become a CERTIFIED FINANCIAL PLANNER™ professional in 2023. In 2003, Pam was invited to become a limited partner with Edward Jones. She has been invited to her firm’s Managing Partner’s conference the past 7 years and the Barron’s Top Women Advisors Summit the last 9 years. Most recently Pam has been named to the 2023 Forbes Best-in-state Wealth Advisors and Best-in-state Women’s Wealth Advisors. In 2015, she was honored with the Edward Jones Spirit of Caring Award, which recognizes financial advisors who exemplify the values, spirit, and culture of giving back.
Her two branch office administrators, Kelli Ferkovich and Taylor Balzano, along with Associate Financial Advisor, Danny Sonnenberg, are instrumental members of her team and, like herself, are committed to providing her clients with the highest level of service. Passion, empathy, service, and trust are the core values of her team. By building long-term, trusting relationships with her clients and their families, they work together to help them reach, maintain, and exceed their financial goals.
Pam’s branch team partners with families to gather and organize wealth, helping them to build, enjoy, protect, and transfer it to the ones they love and cherish the most. They assist clients with retirement saving strategies, estate and legacy planning, life and longterm care insurance, annuities, charitable giving, and intergenerational planning.
Edward Jones — Pam Werner Financial Advisor’s office is located at 1319 W. Main Street, Sterling, CO 80751. For more information contact them at 970526-1013 or their website: https://www.edwardjones. com/us-en/financial-advisor/pam-werner.
Please join the Logan County Chamber of Commerce in congratulating Edward Jones — Pam Werner Financial Advisor as this week’s Member of the Week and tying our community together!