PAMELA S. RIGSBY, CFP®, CFPA®
Branch Manager, RJFS
Since the start of her financial services career in 1994, Pam has been helping individuals and small business owners accumulate and preserve wealth. Pam graduated from The University of Central Florida in 1989 with a BA in Business. She started in the hospitality industry right out of college, but gravitated to finance when she moved to Asheville, NC. She spent the next 15 years of her career at A.G. Edwards before founding her own practice, Pursuit Wealth Strategies, in 2009 and forming a relationship with Raymond James. Pam has been a member of the Raymond James Leader’s Council* since 2015, which is made up of the firm’s most successful advisors. 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. Pam is #60 for Best-In-State and #372 in Women Wealth Advisor’s top 1000.**
For her individual clients, Pam’s goal is to get them from one chapter of their financial lives to another by helping them plan for both their short-term needs and long-term goals. She has a distinctive style of finding suitable investments, using both passive and active strategies, and making sure the strategies used will help 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. They often face issues of succession to family members or other individuals while needing income of their own. Since each business is unique, Pam enjoys designing solutions for each individual owner, seeking to take full advantage of the tax benefits and other complex strategies.
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 and son 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. Pam current focus is her service of aiding the homeless.
Pam is a General Securities Sales Supervisor and is licensed in Life, Health, Disability and Long -Term Care insurance, as well as most recently achieving her Certified Plan Fiduciary Advisor (CPFA) designation. In 2004, she became a CERTIFIED FINANCIAL PLANNERTM professional.
*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.
**1. 2019 Top Wealth Advisor Moms
SHOOK™ Research considered Wealth Advisors who are mothers with children living at home and under the age of 21. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. For more information see www.SHOOKresearch.com. Data as of 3/31/2019. From a total universe of 300,000 advisors, based on our thresholds we received 30,691 nominations, of which approximately 20% (6,000) were women and less than half (< 3,000) at the time were mothers with children under the age of 21 and living at home. A final list of the top 400 advisors was then compiled based upon the quantitative criteria. Raymond James is not affiliated with Working Mother or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating.
2. 2020 Best-In-State Wealth Advisors
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
3. 2020 Women Wealth Advisors Top 1000
The Forbes ranking of America’s Top 1,000 Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of 7 years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research Summary (as of April 2019): 32,000 nominations were received based on thresholds (9,654 women) and 1,000 won. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/top-women-advisors/#28abc5bd51f4 for more info.
KELSEY D. PLUMMER, CFP®, AAMS®
Financial Advisor, RJFS
Kelsey has been helping clients plan for their future since 2011. She started her career as an intern at Pursuit Wealth Strategies and became a partner of the practice in 2014.
After graduating magna cum laude from Furman University, Kelsey knew almost immediately that being a financial advisor was what she wanted to do. Serving her clients with care and integrity are her main priorities. What excites her the most is being able to make a difference in someone’s life and helping them achieve their goals when they though it wasn’t possible. She is committed to listening to what matters most in people’s lives and learning what values and goals they hold dear. She has a talent for building portfolios and figuring out what is right for the client. Strategizing and problem solving are only a few of her strengths.
Kelsey obtained her AAMS®, ACCREDITED ASSET MANAGEMENT SPECIALISTTM certification in 2012 and became a CERTIFIED FINANCIAL PLANNERTM professional in 2014. Kelsey is also licensed in Life, Health, Disability and Long-Term Care Insurance.
When Kelsey is not hard at work her two young children, Jonah and Leah, keep her and husband, Jared, very busy. Having grown up in Raleigh has given Kelsey the opportunity to stay connected with her community. She and her family actively volunteer with their church, Providence. She also enjoys staying connected and supporting her high school alma mater, Trinity Academy of Raleigh.
Senior Registered Sales Assistant, RJFS
Jen has more than 24 years of experience in the financial business and has been by Pam’s side for more than 19 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. If you have a question about money movement, statements, roll-overs, or any type of paperwork Jen will know how to help you.
In 2017, Jennifer won the Outstanding Branch Professional of the Year Award for Raymond James Financial Services. *
In her spare time, Jen loves gardening or spending time in the mountains with her family.
*The RJFS Outstanding Branch Professional Award is designed to recognize support professionals in RJFS branches who contribute to the success of their advisors and teams. Each year, three winners are selected and recognized during this year’s National Conference for Professional Development. To be considered for this award, Branch Professionals must have been affiliated with Raymond James for at least one year and could not have won the award in the past.
Client Relations Manager, RJFS
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.
Financial Advisor, RJFS
Will Gregory has been in the financial planning industry since 2017. His passion for investing began while he was a cadet at the Virginia Military Institute as a member of the Cadet Investment Group where he got his first experiences in portfolio building. After graduation, Will became an advisor at Edward Jones where he connected with clients and discovered his passion for helping people.
While studying at VMI, Will learned lessons in honesty, honor, and hard work. As a proud VMI alumni, he strives to apply these qualities as the baseline of serving people and genuinely connecting with them. Since becoming an advisor, he has enjoyed serving clients who have relocated to the triangle from other parts of the country, and providing them with face-to-face service on a local level. In addition to this, he enjoys listening to client’s life stories, sharing experiences, and being a consistent resource for their financial goals.
When outside of the office, Will enjoys the outdoors with activities such as fishing at Kerr Lake and deer hunting in the fall. A Durham native, he is a huge Duke Blue Devils fan and can often be found cheering them on at Wallace Wade and Cameron Indoor. Will loves spending time with family, his two dogs Ralph and Mia, and playing slow pitch softball in the Apex community league. He is a proud supporter of the Miracle League of the Triangle, the Durham Rescue Mission, and the SPCA.
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.