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Our financial advice team


Pat Cotherman

Pat Cotherman

CFP®

Financial Advisor

Associate Vice President
CAM Wealth Management
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Investment Management

Interests

I enjoy spending time with family and friends, sports and reading.

Community participation

I am involved with Living Classrooms, an organization that provides holistic programs and services to residents of all ages living within a select area of East Baltimore.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 6 - Investment Company Products/Variable Contracts Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 7 - General Securities Representative Examination

Education

  • Bachelor of Science, Marketing, HR Management and Investment Finance, University of South Carolina

Previous experience

  • Private Wealth Advisor, Merrill Lynch Wealth Management, 2015-2019