Pam is Senior Vice President – Investment Officer and PIM® Portfolio Manager for the Weinkle Batson Investment Consulting Group of Wells Fargo Advisors.  Pam Batson has worked in the financial services industry since 1995. In addition to serving as a senior member of the Weinkle Batson Investment Consulting Group, she is also the team’s data and numbers guru. She is responsible for managing investment portfolios for clients and handling various models. Pam enjoys the thrill of the chase with regard to the markets, and she has a fierce desire to implement strategies that are in her clients’ best interests.

As a CERTIFIED FINANCIAL PLANNER® professional and a PIM® Portfolio Manager*, Pam has completed extensive coursework and rigorous examinations in order to craft portfolios that fit her clients’ financial needs. She believes that continuing education is a critical component of the team’s due diligence process, and she frequently attends programs at Stanford University’s Graduate School of Business. She graduated with her undergraduate degree from the University of South Carolina.

Pam currently served as an advisory board member for the American Heart Association's Go Red for Women in 2024 and has served as a former member of the Rotary Club of Greenville, Downtown Chapter. She is also a former board member of the International Center of the Upstate and Furman University Connections: Women Leaders of the Upstate.

Pam lives with her husband, Reggy, and daughter, Anna, in Greenville, SC, where they are active members of the local First Presbyterian Church. In her free time, she enjoys boating, cycling, and travelling internationally.
 

*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

Andrew is First Vice President – Investment Officer and Fundamental Choice® Portfolio Manager*.  Andrew is well-versed in helping his clients understand the intricacies of their personal financial plans.  He began his career in financial management in 2004 working at Zurich, a global commercial insurance carrier where he launched a local office in Denver, Colorado.  Later, he joined Morgan Stanley Wealth Management in Denver and relocated to Greenville in 2010.  

Andrew graduated from the Walker School of Business at Appalachian State University where he obtained bachelor’s degrees in finance and banking. He went on to earn the Certified Investment Management Analyst ® ( CIMA®) designation from the University of Pennsylvania's Wharton School of Business.  Andrew is also a member of the Investment Management Consultants Association.   

Outside of the office, Andrew loves boating, travelling, and spending time with his wife, Jennifer, and two daughters, Charlotte and Lydia.  He and his family are active members of Mitchell Road Presbyterian Church.  

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.