PAMELA S. RIGSBY, CFP®
Financial Advisor and Branch Manager, RJFS
“I sit on the same side of the table as my client” is Pam’s motto and it has afforded her over 21 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. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.
KELSEY D. PLUMMER, CFP®, AAMS®
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 21 years of experience in the financial business and has been by Pam’s side for more than 16 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 in 2009 with one goal; assisting clients and being part of a unique team to best serve them. She has been an integral member of the team from the beginning. “I love helping our clients understand their financial future and the organization and dedication it takes to get there.” Heather’s commitment and attention to detail is unmatched.
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 spending time with her husband Jeff, and visiting her three grown children. She enjoys farm life with her horse, goats, dogs and cat.
Jodie joined our team in 2017 relocating here from the Marco Island Raymond James branch. She has proven to be a great asset with strength in processes, procedures, and above all exceptional customer service skills. She has held several management positions until she entered the financial services industry in 2014. You will find that she is a perfect fit for our team.
Jodie enjoys spending time with her dog Webster, working out, riding her bike and visiting her family in Asheville, NC.
If you haven’t met Jodie yet please stop by and say hello!
Madison joined our team as an intern the summer of 2017. During that year she developed a passion for helping clients, the analytics of the business, and our team. After graduating from the University of North Carolina at Chapel Hill in May 2018, Madison joined the Pursuit Wealth Strategies team full-time and entered into the Raymond James “Advisor Mastery Program”. Madison currently holds her series 7 license and is studying for her series 66 exam. Along with Raymond James home office training Madison will shadow Pam and Kelsey for the next 3 years as she works toward sitting for her CFP® exam.
Madison grew up in Raleigh, NC and loves that she can remain close to her family (with the exception of her brother who lives in NY). She is very active in the community and in her church. She loves being outdoors, working out, traveling and spending time with her family and friends.
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®, 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.