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Pam Shields

Vice President, Director of Retirement Services

Pam serves as the Vice President - Director of Retirement Services for The Preferred Legacy National Trust Bank.  She assists clients with qualified plans and IRAs as they financially prepare for their retirement.  She also handles employee participation education, compliance, and fiduciary services for qualified plans.  With over 25 years under her belt, Pam is experienced in many different facets of the retirement industry.

 

Pam is also involved with the St. Clairsville, Ohio community serving as the Rotary Interact Club Advisor to St. Clairsville High School and as the immediate Past President of the Estate Planning Council of the Upper Ohio Valley.

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The Preferred Legacy National Trust Bank, LLC is a division of Carr, Riggs & Ingram, L.L.C. “CRI" is the brand name under which Carr, Riggs & Ingram, L.L.C. (“CPA Firm”) and CRI Advisors, LLC (“Advisors”) and its subsidiary entities provide professional services. CPA Firm and Advisors (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. CPA Firm is a licensed independent CPA firm that provides attest services to its clients, and Advisors and its subsidiary entities provide tax and business consulting services to their clients. Advisors and its subsidiary entities are not licensed CPA firms.

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© Preferred Legacy Trust 2025

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