Pam Batson, CFP

With over 30 years of experience in financial services, Pam Batson is Managing Director, Investments for the Weinkle Batson Investment Consulting Group of Wells Fargo Advisors. Pam additionally serves as Senior PIM Portfolio Manager for the group where she is among a select group of advisors entrusted by the firm to manage investment portfolios for clients with the highest level of service and discretionary authority. She has extensive experience helping clients navigate difficult financial markets and was one of the first financial advisor portfolio managers at her former firm, Morgan Stanley.   Pam is also a CERTIFIED FINANCIAL PLANNER® practitioner. This industry leading certification requires the completion of extensive course work in the areas of asset management, retirement planning, estate investment planning, insurance, tax planning strategies, and risk management.

Pam and her husband, Reggy, and daughter, Anna, reside in Greenville SC where they are active members of Greenville First Presbyterian Church. She has served as former board member for Greenville American Heart Association, The International Center of The Upstate and Furman University Connections: Women Leaders of the Upstate.

Teamwork and collaboration are the cornerstone of her group’s culture, setting a high bar working with clients.  The team’s diverse knowledge, education and professional designations coupled with real world experiences assists clients in making informed decisions in today’s busy ever changing economic environment. The Weinkle Batson Investment Consulting Group of Wells Fargo Advisors, has been recognized as one of the 2024, 2025 and 2026 Forbes Best-in-State Wealth Management Teams.  Pam’s group invites you to learn more about their team at www.weinklebatson.com

 

 

Disclosure:

The Forbes Best-in-State Wealth Management Team rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com  2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com).  2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23.