Pam Grenier is our Practice Manager at Apex Wealth Management Group. Pam uses her strong leadership skills, organizational capabilities and her ability to communicate with clients to ensure that they receive the highest quality of service. As Practice Manager, Pam oversees the day-to-day operations of the office and integration of operations with our home office and all with a focus on client service. Pam has over 35 years of administrative experience with the last 5 years in the financial services industry.

Jayne Mansfield is our Case Manager and is a fully licensed Financial Adviser at Apex Wealth Management Group working with the Managing Directors to make sure the clients needs and goals are met on a very personalized level. Jayne’s long tenure in the financial services industry began at EF Hutton in 1982.  She brought her experience to the United Capital team in 2005.

Barbara Fox is our Administrative Manager. She is devoted to ensuring that your very first impression of Apex Wealth Management Group is a professional, courteous and welcoming one. She greets all clients with a smile, a beverage and fresh baked chocolate chip cookies. She is responsible for communicating with our clients in order to schedule and confirm appointments.