Pamela J. Bakos

Pamela J. Bakos

Senior Vice President

Phone: (617) 896-3512
Fax: (617) 227-5505

Pamela J. Bakos is a Registered Representative, Registered Investment Advisor, and Senior Vice President at Winslow, Evans and Crocker, Inc. Working in the firm's Boston and Peabody offices, she specializes in Retirement Planning, Estate Planning, Insurance, Annuity Investments, and the utilization of boutique money managers for clients with specific needs and investment objectives.
 
Pamela has spent over 28 years advising clients on their financial investments and has been affiliated with AG Edwards, Paine Webber, Dean Witter and LF Rothschild. She has conducted in-house Retirement Planning seminars in companies throughout New England.
 
Pamela is a graduate of Mount Holyoke College and has been an active volunteer in her community:
 
  
Credentials and Professional Background
§         Pamela is a past Trustee and Overseer of the Museum of Fine Arts, Boston and has held positions on the Patron Steering Committee, Overseer Mentoring Committee, Education Task Force and the Patron Council Task Force Steering Committee at the Museum.
 
§         Pamela also volunteered at the Peabody Essex Museum on The Young Leadership Council and has held positions as an Advisory Board Member and as a Membership Chairperson.
 
§         Pamela is a past Board of Director for The North Shore Community College Foundation, Inc.