We will be closed on Memorial Day and July 3 in observance of Independence Day

Our Team

Raymond James Raleigh


Financial Advisor and Branch Manager, RJFS


Pam has been owner and branch manager of Pursuit Wealth Strategies since 2008 and has over 25 successful years in the financial industry. She enjoys working with both individual clients and small business owners.

For her individual clients, Pam’s goal is to get them from one chapter of their financial lives to another, helping them plan for both their short-term needs and long-term goals. She has a distinctive style of finding the right investments, using both passive and active strategies. She takes an invested approach to make sure the strategies used will get through tough and changing markets. Pam is dedicated to the financial wellbeing of those she works with and takes an invested approach in their lives to make sure they are checking all the right boxes when it comes to finances.

Small business owners need extra guidance when it comes to creating their own retirement plans while taking full advantage of the tax benefits. They often face issues of succession to family members or others while needing income of their own. Solutions have to be designed for the individual owners and their desires. Pam graduated from University of Central Florida in 1989 with a BA in Business. She started out in the hospitality industry right out of college, but gravitated to finance when she moved to Asheville, NC. Pam is a registered General Securities Sales Supervisor and is licensed in Life, Health, Disability and Long-Term Care insurance, as well as most recently achieved her CPFA – Chartered Plan Fiduciary Advisor designation. In 2004, she became a CERTIFIED FINANCIAL PLANNER™ professional.

Pam is very proud to have been recognized as a member of the Raymond James Leader’s Council* every year since 2015. She was also named to Working Mother’s 2019 list of the Top Wealth Advisor Moms and was named to Forbes 2020 Best-In-State Wealth Advisors and Top Women Wealth Advisor.

When Pam is not hard at work, she is a wife to Howard and mom to Kylie and Clay. She is an avid tennis player, enjoys cooking, gardening and all things sports. You can also find her cheering on her favorite teams; UCF and NC State or visiting her daughter at UNCW. Besides her family, Pam’s greatest joy is her love of church and giving back to others whenever she can. She loves to support charities and has participated in summer mission trips with her family, but currently is focusing her service through feeding the homeless.

*Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating.

Raymond James Raleigh


Financial Advisor, RJFS


Kelsey started her career as an intern at Pursuit Wealth Strategies. She knew almost 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 and her husband actively volunteer with their church. She enjoys spending time with her husband and son, jogging, playing soccer and volleyball.


Senior Registered Sales Assistant, RJFS
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 23 years of experience in the financial business and has been by Pam’s side for more than 18 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. *Selected by a panel of executives at Raymond James based on nominations from advisors across the country.

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.


Sales Assistant
Client Services Manager, RJFS


Stacey is the newest member of our team. She is a huge people-person and spent several years in the banking industry. An alumni of the University of Phoenix, Stacey earned her Bachelor’s degree in Business Management. She is a knowledgeable and client-oriented asset to our team. Stacey’s communication and organizational skills allow her to be proficient in assisting clients with updates or establishing new accounts.

A native of Florida, she recently moved to Raleigh and loves the four seasons of North Carolina. Stacey enjoys spending time with friends, volunteering in the community and traveling.


Client Relations Manager

After 25 years of raising her daughter Lauren, Wendy rejoined the financial industry and joined our team in March of 2020. She brings a wealth of knowledge from the banking industry. Wendy was a Branch Manager and Lender for Key Bank in Ann Arbor, Michigan. She managed operations as well as providing customer service and lending for her clients. Her focus was relationship building with a large client base in Ann Arbor.

Wendy has been named, “Ambassador of First Impressions” for the office. She is eager to meet and assist all of our clients at Raymond James.
Wendy is from the Midwest, born in Ohio and moved to North Carolina in 1994. She has a beautiful daughter, Lauren, and son in law, Eric, that reside in Asheville, North Carolina where she visits often.

Wendy is a former marathon runner. She now spends her time playing tennis and is an avid walker/hiker. She is a huge football fan and never misses a Dallas Cowboys game in the Fall.

Wendy is a young widow and loves to bring awareness to brain cancer since the loss of her husband four years ago. Pursuit Wealth Strategies was instrumental in guiding her through the process of loss and her financial strategies moving forward.


President of Stress Management

Sadie enjoys greeting clients, playing with toys and taking long naps. She looks forward to coming to work every day! She enjoys showing off all the tricks she has learned earning her lots of treats. She has a calm and playful demeanor leaving everyone with a smile on their face.

Raymond James Raleigh

* Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL 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.