PAMELA S. RIGSBY, CFP®
Financial Advisor and Branch Manager
“I sit on the same side of the table as my client” is Pam’s motto and it has afforded her over 20 successful years in the financial industry. When she began her career in Asheville, NC, she was the youngest and first female advisor in that office. After working with a variety of different clients through the years, Pam found her niche advising retirees. She has a passion for finding the best strategies for her clients, and making a difference in their lives. “It’s not about how much you make; it’s how much you keep” sums up Pam’s approach to her client’s financial needs.
Pam is a registered General Securities Representative, and is licensed in Life, Health, Disability, and Long Term Care insurance. In 2004, she obtained her CERTIFIED FINANCIAL PLANNER™ certification. Raymond James also named Pam a member of the 2015-2017 Leader’s Council for her extraordinary level of commitment to her clients. Members of the Leader’s Council represents the top echelon of the firm’s financial advisors in the country.*
When Pam is out of the office, she enjoys cooking, playing tennis, being outside, and just hanging out with her husband Howard and their two teenaged children, Kylie and Clay. She is an active member of her church and volunteers her time at Journey Church and several other charitable organizations. She and her family participate in annual summer mission trips.
*Membership is based on prior fiscal year production. Re-qualification is required annually.
KELSEY D. PLUMMER, CFP®, AAMS®
After interning with Pursuit Wealth Strategies for two summers, Kelsey knew immediately that being a financial advisor was what she wanted to do. Serving her clients with care and integrity are her main priority. “It excites me to be able to make a difference in someone’s life, to help them achieve their goals when they thought it wasn’t possible.” Along with her compassion for her clients, Kelsey loves to dig into the analytics of financial planning. She has a talent for building portfolios and figuring out what’s right for the client. Strategizing and problem solving are only a couple of her strengths.
After graduating magna cum laude from Furman University, Kelsey continued her education by receiving her CFP®, CERTIFIED FINANCIAL PLANNER™ and her AAMS®, ACCREDITED ASSET MANAGEMENT SPECIALIST™ certifications.
Having grown up in Raleigh has given Kelsey the opportunity to stay connected with her community. She coaches soccer for her alma mater, Trinity Academy of Raleigh and teaches a preschool Sunday school class along with her husband Jared. Running, playing volleyball, soccer, and reading are a few of her favorite hobbies.
Senior Registered Sales Assistant
Client Services Manager
With a knack for “figuring things out,” Jen does not consider herself to be a perfectionist, but she dislikes making mistakes! She has over 18 years of experience in the financial business and has been by Pam’s side for more than 14 of those years. Jen exhibits a flair for going above and beyond and being proactive when it comes to working with our clients.
As a registered associate, Jen specializes in all aspects of client account administration and office management. Her goal is to ensure that our clients receive the most timely and effective response to all their requests. In 2017, Jennifer won the Outstanding Branch Professional of the Year Award for Raymond James Financial Services.*
A native of Maine, Jen and her husband Nolan enjoy spending time doing outside activities with their son. From gardening to cooking out with friends and heading to their mountain home, anything to do with nature is her happy place.
* Selected by a panel of executives at Raymond James based on nominations from advisors across the country.
Licensed Insurance Broker
Client Relations Manager, RJFS
Heather joined Pursuit Wealth Strategies with the goal of supporting clients and being a part of a unique team to best serve them. She has been an integral member of the team from the beginning. “I love being involved in helping clients understand their financial future and the organization and dedication it takes to get there.” Working with Heather you will find that her commitment and attention to detail is unmatched.
With a passion for helping individuals and families, Heather became licensed in Health, Life, Long Term Care, and Disability insurance. She specializes in insurance reviews and her strength is client relations. She brings a wealth of management and customer service experience to the team.
When Heather is not at the office, you can find her at the barn riding her horse Pepper, volunteering for “Jump for the Children” which benefits Duke Children’s Hospital, or spending time with her husband Jeff, her three grown children, and her dogs.
Problem solving, client relations, and marketing skills are the qualities that Tanya brings to the Pursuit Wealth Strategies team. Tanya has a “can do” attitude allowing her to contribute to the team with a wide range of responsibility. With a marketing background, Tanya creates the teams marketing plans; assists with client communications and appreciation activities; event management and community involvement, all with an eye on keeping our clients’ experience at the forefront.
Tanya graduated from the University of North Carolina @ Asheville with a degree in Mass Communication. She has worked in many different fields, which has related well to her desire to learn and be challenged.
Playing competitive tennis with her husband Scott and spending time with her 2 teenaged children are her favorite past times. Tanya also finds time to give back to her community by volunteering with Meals on Wheels and Abilities Tennis.
Raymond James Raleigh
* Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIEDFINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.