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| Harris SBSB Team |
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Pam Shortal is a Managing Director of Harris SBSB, a business unit of Harris Private Bank that provides comprehensive financial planning and wealth advisory services to affluent clients. She oversees Harris SBSB’s Financial Planning Division, and is responsible for maintaining standards of excellence for all planning analyses and planning professionals. Ms. Shortal specializes in providing financial planning and investment advice to individuals, families, and trusts with complex tax and estate planning needs†.
Ms. Shortal has more than 25 years experience as a financial advisor to individuals and corporations. She earned a BBA from Hofstra University and an MBA from The Harvard Business School. She is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ professional. Ms. Shortal is a member of the Washington D.C. Estate Planning Council and serves on the Program Committee. She is a former member of the Certified Financial Planner Board of Standard’s Council on Examinations which ensures that the CFP® certification examination adequately tests for the technical mastery of the various competence areas required of financial planning professionals. She is a member of the Financial Planning Association (FPA) and the American Institute of Certified Public Accountants (AICPA). †Estate planning requires legal assistance, which Harris SBSB does not provide. You should discuss your particular estate planning situation with a qualified attorney. Harris SBSB will work with you and your attorney in assisting with the execution of your plan. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. |
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For information on how to start a relationship with Harris SBSB, contact us. | |
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