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pamela_gilmour_team_memberPamela Gilmour, CEO of Financial Fitness, has 27 years of financial planning experience

She believes that her clients deserve the education and transparency they want in order to make sound financial decisions. Her planning is holistic, whether  the client is still working and accumulating wealth or on the verge of retirement when wealth will be spent. She thinks its critical to stay on top of her game and her many designations (CPA*, CFP®, RICP ® CLU®, ChFC®)  set her apart from her peers. Creating long-term focused relationships with her clients is critical. Her high income clients look to her for tax strategies years in advance of when the taxes are due.

Pamela gives back to charities and others in the financial services industry. She started a local chapter of Women in Insurance and Financial Services in 2009 whose purpose is to support women in financial services and show them how to grow their businesses. Her leadership, expertise and support to her chapter has resulted in a membership of 60 women. While on the National WIFS Board she grew the membership to over 1000 members and helped start up several new chapters.

In 2015 she was elected to the local Alzheimer’s Association Board. This is a cause very close to her heart. In the past she has combined  her athletic and fundraising abilities by running ½ marathons,  which has resulted in over $32,000 of contributions. She recently put together a fundraising event for The Longest Day, where donors made contributions and got to work out with top personal trainers.

When Pamela is not at work or volunteering she likes to relax with her  fiancé, Gary and Talbots, their Great Dane/Pointer rescue. She doesn’t sit for long as she is either running, golfing, skiing,  doing yoga, or working out with her trainer.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. *Not practicing accounting for Guardian or its subsidiaries or affiliates.

Education and Designations

  • Bucknell University -BSBA Accounting
  • CPA* ( Certified Public Accountant) 1984
  • CLU® ( Chartered Life Underwriter) 1997
  • ChFC® ( Charterer Financial Consultant} 1998
  • RICP® ( Retirement Income Certified Planner) 2015

 

 

Professional Experiences

2015 to Present

2002 to 2015

1991 to 2002

1988 – 1991

CEO Financial Fitness | Towson, MD

Certified Financial Planner/Business Development Wealth Advocacy Partners | Sparks, MD

Certified Financial Planner First Financial Group | Towson, MD

Financial Planner Maryland Financial Group | Timonium, MD

Prior accounting/auditing /sales/management positions at E I DuPont, CompuStaff, Control Data, Capital Bank, and Coulter Electronics

Professional Organizations

WIFS – Women in Insurance and Financial Services

2009 – 2012:  Founder of local chapter, various Board positions
2010 – 2013:  National Board, Membership Chair

NAWBO- National Association of Women Business owners

Previous Treasurer
2014: Elected Woman of the Year

BEPC- Baltimore Estate Planning Council

2014: Present Board of Directors

FSP – Society of Financial Professionals

Member

Previous leadership positions with:

FPA – Financial Planning Association
Network 2000
Executive Women’s Network
Executive Women’s Golf League
Women Entrepreneurs of Baltimore

Community Service

Alzheimer’s Association

2015 – Present: Board Member of Maryland Alzheimer’s Association Fundraiser
Ran Baltimore half marathons; top fundraiser each year; raised over $32,000

Kennedy Krieger

2014 – Present: Planned Giving Committee

Towson Chamber of Commerce

2014 – Present: Director on the Board

Awards

2015: One of the featured subjects in “Financial Services: Woman at the Top”

2015: Smart CEO-BRAVA AWARD

2014: NAWBO -Woman of the Year

2014: The Baltimore Sun – 50 Women to Watch

Fun

  • Running
  • Golfing
  • Skiing
  • Yoga
  • Working out with her trainer
  • Relaxing with her fiance Gary and “Talbots”, their Great Dane/ Pointer rescue.