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Pam Shields

Vice President, Director of Retirement Services

Pam Shields serves as Vice President and Director of Retirement Services at The Preferred Legacy National Trust Bank, where she leads the retirement division with more than 25 years of experience in the industry. Pam works closely with clients to design and manage qualified plans and IRAs, helping individuals and business owners prepare financially for retirement with confidence. She also oversees employee participation education, compliance, and fiduciary services for qualified plans, ensuring both employers and employees are supported every step of the way.

 

Pam’s extensive background across many facets of the retirement industry allows her to provide practical guidance and strategic solutions tailored to each client’s long-term goals. As part of the team at The Preferred Legacy National Trust Bank, she plays a direct role in delivering integrated retirement services alongside the bank’s trust and advisory offerings.

 

Deeply engaged in her community, Pam serves as a St. Clairsville Rotary member and a board member of the Estate Planning Council of the Upper Ohio Valley.

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The Preferred Legacy National Trust Bank, Inc. is a division of CRI Capital Group, LLC, a subsidiary of CRI Advisors, LLC. “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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