Envisioning retirement is your job. Helping you get there is mine. Effectively planning for retirement can involve a variety of accounts and investments, including IRAs, 401k plans, annuities, equities, mutual funds and insurance.
I joined Edward Jones as a financial advisor in 1995, opening the firm's first branch office in Fort Wayne, Indiana. Later, I was invited to become a limited partner.
Today, I love being at the "point of need", so using my experience as a financial advisor to guide and mentor my clients through investment decisions and life events is exactly where I want to be. My belief is that education gives clients the confidence that they need to reach their financial goals, so I view myself primarily as an educator.
I graduated from Indiana University where I majored in psychology and Germanic languages. I hold the AAMS® professional designation and attained the CFP® certification in 2018. To gain that certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board's Fitness Standards for Candidates and Registrants, and agree to abide by the CFP Board's Code of Ethics and Professional Responsibility.
My husband and I have lived in Fort Wayne since 1983. We enjoyed raising our two children here, and now love having seven grandchildren.
I currently serve Edward Jones in a volunteer capacity as the women and inclusion leader, focusing on helping other women build successful careers at our firm.
I attend the Chapel, where I have previously served as piano accompanist for the worship team and for the children's choir.
My team includes branch office administrators, Bill Philpott and Ruth Clifton. They are both committed to giving you highly personalized service. Every aspect of our business is aligned to help us better understand you, and your unique goals and needs.
I would love to have an opportunity to help you reach your financial goals. Please contact me to discuss your situation.
Office Address6525 Constitution Dr
Fort Wayne, IN 46804
Phone NumberPam Covington at (260) 478-8038
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 04:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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