Pamela Gerrish Nelson, CFP®, CEPA® in

Pamela Gerrish Nelson, CFP®, CEPA®

Supporter · DISC type s
FA at Edward Jones
📍 Metro Jacksonville, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overviewLogin to view overview
Experience
33 Years
Current Role
FA
Location
Metro Jacksonville, United States
Personality Overview

How Pamela shows up

Calm
Slow To Decisions
Thoughtful In Approach

Their motivation stems from the impact that their decisions can have on the organization.
 They are good and approachable with everyone, internally and externally. They usually go by the book, following all rules and procedures.

Priorities

Topics Pamela cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

8-2007
FA
Edward Jones
11-2004 - 5-2007
Private Client Manager
Bank of America Private Bank
1-1992 - 11-2004
Assistant Market Director
Banc of America Investments
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
2006 - 2007
Bachelor's
University of Phoenix
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

Other Edward Jones Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Pamela. Free, 10 seconds.