Broker Check
Pamela J. Sams, CRPC

Pamela J. Sams, CRPC


My Why

Growing up in a family of eight, I often saw my mother and father struggle to make ends meet. Money was a necessity. I quickly realized that it impacted our quality of life, so I naturally began to study all I could about personal finance.

When my father passed away, my mother had a very hard time organizing her assets. Her resources were limited, and she simply wasn’t ready to function financially without my father's guidance. It was at that moment that I decided to dedicate my career to women like my mother women who just need a little support to get their feet underneath them and on path to financial independence.

My mother and father worked tirelessly for me and my siblings, so I decided to dedicate my own tireless work to them. “Jackson” is my maiden name, and it is there to remind me that determination never fails.

Pam's Story

For 19 years, Pamela has been helping women improve their personal and financial wealth through solid financial life planning. Pamela believes it is important to align your money decisions with what's important in your life. She knows how to listen, engage in meaningful conversations with her clients to gain a better understanding of what is important to them, their goals and values. Pamela believes that financial planning is about a woman's values not just their money.

Her education and training enable her to help clients successfully navigate through the myriad of personal and financial decisions they face during their lives. She assists them in working to attain a higher level of financial security through education, understanding and scenario planning. With this knowledge, she develops a customized approach for each client's planning needs.

Pamela has become a strong voice in the area of personal finance for women. Her knowledge in this area has made her a sought-after speaker. She has been quoted in articles in various financial publications.

Throughout her financial services career, she has acquired several client service and financial planning awards. She has membership in the Million Dollar Roundtable (MDRT). Membership in MDRT is a highly recognized mark of excellence and limited to only the most successful in the financial services profession. This places Pamela among the top professionals in the global life insurance and financial services industry. Pamela was featured in the Women in Wealth section of Fortune Magazine November 2020 issue as a top Wealth Manager in the Washington DC metro area.

She successfully completed the demanding requirements to receive a Chartered Retirement Planning Counselor certification through the College of Financial Planning. Pamela also holds a Behavioral Financial Advisor designation, awarded to advisors who have undergone training to learn to help clients make financial decisions using a rational, values-based approach. Behavioral Financial Advisor’s integrate techniques founded in traditional finance, psychology and neuroscience to positively influence clients’ spending and saving behavior in the presence of challenging emotions.

As an advocate for financial literacy, Pamela conducts financial education seminars and workshops with employees of corporations and small businesses, government, schools and churches throughout the DC metro area.

She is also a member of the International Association of Professional Women, an exclusive network for professional women dedicated to enhancing their lives and promoting their businesses and careers.

Pamela is married, mother of three children and lives in Chantilly, VA. She devotes her free time to her family, her church and enjoys reading an loves to sing.