Pamela W Schwartz
Pamela W Schwartz
CFP®
Vice President - Wealth Management
(865) 380-6263

124 North Hall Rd
Alcoa, TN 37701-2648
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My Background

Over the last 17 years, through workshops and personal interviews, I've helped a great number
of people make sound financial decisions that have stood the test of time - while maintaining
consistency with their individual comfort level, investment time-line and goals, and by working
together. I can help you create a strategy geared towards meeting three key financial goals:
     1) wealth accumulation during your working years,
     2) security and independence in your retirement, and
     3) transferring assets in the most advantageous way.

Periodically, we will review your situation and make adjustments as needed. It just makes sense
 - as your life changes, so do your financial needs and I'll be here for you at every stage of
your life.

As a trusted partner of Alcoa Tenn Federal Credit Union I have a strong history of working with
credit union members, their family and their friends. Specifically, we can make sure you have
solid answers to these important questions:

  • What should you do with an existing retirement plan from a previous employer?
  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • How will you pay for a child's or grandchild's education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC.
I am also a licensed representative of CMFG Life Insurance Company.

It's easy to get started. Please contact me for a no-cost, no-obligation consultation at
380-6263 or 1-800-404-6008.

My education...
Bachelor of Science, University of Tennessee, Knoxville, 1978
Earned CFP designation in 1999

Affiliations...
Knoxville Chamber of Commerce
Blount County Chamber of Commerce

Career Highlights...
Financial Services Industry for 25 years
Life Insurance Experience for 17 years
CFP designation and membership since 1999
Member of CUNA Brokerage Women of Distinction since 2012

Personal...
I live in Knoxville with my husband, Alan.  We have two children, two grandchildren and
three dogs.

 

Professional Services
  • General Investment Management
  • Education Funding
  • Investment Management for Seniors
  • Long Term Care Insurance
  • Retirement Account Planning
  • Insurance Planning
  • Retirement Income Planning
  • Retirement Planning
  • Comprehensive Financial Guidance
  • Wealth Management