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Pam Grabe
Client Service Manager
Pam has been with the firm since 2008. She assists Charlie Fitzgerald’s clients with a variety of account services such as new accounts, transfers, 401(k) rollovers, beneficiary changes and account title changes. Pam also coordinates with planners to process and maintain clients’ cash needs. She works closely with the other Client Service Managers and partners to assure all client needs are met. Pam graduated with honors from the University of Central Florida in 1986.