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


<sup>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.
 
*The PIM program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors.   Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services.   The minimum account size for this program is $50,000.

CA Insurance License Number:1795442.  Resident State SC</sup>

Andrew Weinkle believes that financial planning is ultimately about people, not portfolios.

For more than two decades, he has helped individuals, families, retirees, and business owners make thoughtful financial decisions so they can spend less time worrying about money and more time focusing on the people, experiences, and priorities that matter most.

As a Fundamental Choice^® Portfolio Manager and Certified Investment Management Analyst^® (CIMA^®) professional, Andrew helps clients navigate retirement planning, investment management, tax-efficient strategies, estate planning considerations, and risk management. While technical expertise is important, he believes the most meaningful part of his work is helping clients gain clarity, confidence, and peace of mind.

Andrew enjoys working with people who value advice and want a true relationship with their advisor. His clients are often focused on more than investment returns. They want to retire comfortably, spend time with family, travel, purchase a vacation home, help their children and grandchildren, support causes they care about, and leave a lasting legacy. Andrew's role is helping them create a plan that turns those goals into reality.

Clients often tell him they appreciate his ability to make complicated financial topics easy to understand. He strives to be approachable, honest, and thoughtful, taking the time to listen before offering guidance. Whether clients are facing a major life transition, preparing for retirement, or simply looking for greater confidence in their financial future, Andrew works to help them see a clear path forward.

He entered the financial services industry in 2004 because he wanted to help people. Over the years, he has discovered that his greatest fulfillment comes from serving as a counselor and guide through life's opportunities and challenges. Some of his proudest moments are not tied to market performance, but to seeing clients achieve goals they once thought were out of reach, whether that means purchasing a lake house, paying off debt, funding a child's education, retiring with confidence, or simply feeling less financial stress.

Born in Asheville, North Carolina, Andrew earned dual degrees in Finance and Banking and Risk Management and Insurance from Appalachian State University. He later earned the Certified Investment Management Analyst® (CIMA®) designation through The Wharton School at the University of Pennsylvania.

In 2010, Andrew relocated from Denver, Colorado, to Greenville, South Carolina, to join what is now the Weinkle Batson Investment Consulting Group alongside his father, Brian Weinkle, and Pam Batson. Since then, he has helped families navigate important financial decisions through a planning-focused approach built on trust, long-term relationships, and personalized advice.

Outside of work, Andrew serves on the board of the Eastside Family YMCA and is active at Mitchell Road Presbyterian Church, where he participates in men's groups and hosts a community group in his home. He enjoys boating, travel, golf, custom watchmaking, and crafting custom felt hats. He is also passionate about wine, cocktails, and bringing people together. He founded the Snifter Society as a way to gather friends and neighbors for meaningful conversations, shared experiences, and a sense of community.

Andrew and his wife, Jennifer, a speech therapist, have been married since 2005 and live in Greenville with their daughters, Charlotte and Lydia.

Andrew believes that a successful financial plan isn't measured only by numbers. It's measured by the freedom it creates, the stress it removes, and the opportunities it provides for people to fully enjoy their lives.

CA Insurance License Number: 0G82036.  Resident State SC. 

^{*The Fundamental Choice program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors.  Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services.   The minimum account size for this program is $50,000.}

Brian Weinkle is a senior member of Weinkle Batson Investment Consulting Group.  With extensive experience in business and finance, he leads the team in providing top investment planning.  He is especially passionate about putting a personal touch on every interaction with his clients, and he enjoys meeting with them face-to-face, even if they live out of state.  After retiring as a US Navy Captain and an attack helicopter squadron Commanding Officer, Brian began his career in financial services in 1992.

Since high school, Brian has been a student of the markets, and he earned his bachelor's degree from the University of North Carolina - Chapel Hill.   He continued to hone his skills through classes at the University of Pennsylvania's Wharton School of Business.  To continue his education in financial services, he earned the Certified Wealth Strategist® (CWS®) designation.

Brian has been married to his wife, Barbara, for over 50 years, and they have two adult children and two grandchildren.   Away from the office, Brian enjoys golfing and travelling.

Nina Winfield brings nearly 20 years of experience in financial services and joined the Weinkle Batson team in 2007. Based in the Asheville office location, Nina plays a crucial role in assisting Andrew in the development of investment plans for clients. She is responsible for running daily operations, including account maintenance, problem-solving, and expediting special client requests. She works very closely with clients’ CPAs and estate attorneys.

With a passion for putting a personal touch on each client experience, Nina ensures that everyone’s needs are accurately met in a timely manner. She often acts as the primary liaison and enjoys developing client relationships to help them feel secure and work toward their goals. 

Nina earned her bachelor’s degree in business from Montreat College, and she holds her Series 7 and 66 registrations with FINRA. Away from the office, she enjoys spending time with her husband, Sam, and her son, Cooper. She also loves running, watching football, crafting and travelling.

Amy serves as the Client Associate for Weinle Batson's Greenville office, where she is responsible for running the daily operations and offering additional client support for the Asheville offfice.  Amy has over 20 years of work experience in customer relationships, marketing, and sales, and she enjoys building and sustaining strong relationships with each client with the goal of creating a positive experience for them.   

A Greenville native, Amy graduated from Clemson University with degrees in Speech and Communication Studies and Political Science.  She also holds an MBA from Webster University, and a Graduate Certificate in Corporate Sustainability from Furman University.  


In her spare time, Amy is an avid reader, part-time runner (having completed three half-marathons and 4 sprint triathlons), and enjoys camping with her husband Dave and their sons, Davey and Henry.  Most weekends, you'll find her cheering on her beloved Clemson Tigers, no matter where they are of what sport they're playing.