A lifelong resident of Chicago, Pat Koney has been an Ameriprise financial advisor for 24 years. She has risen through the ranks to become a Private Wealth Advisor and President of Patricia Koney and Associates, an independent Private Wealth Advisory practice. Pat and her team of four work with 550 clients and manage $135M in assets. \r\nPat’s success as an advisor has been recognized both internally and externally. At Ameriprise, she is among the top 5% of advisors and is a member of the Ameriprise Diamond Ring club. She has also been included in the Million Dollar Round Table and recognized in Chicago Magazine as an Elite Five Star Wealth Manager in 2010 and 2011. \r\nPat loves to spend time with her family, including “the world’s most darling granddaughters” ages 2½ and 7 months. When she’s not with her family, Pat enjoys travelling and giving back to her community through her efforts on the Planning Giving Committee at Providence Catholic High School. \r\n
Like what you see? Make sure you're getting it all
Employee Benefit Adviser is the information resource for employee benefit advisers, brokers, agents and consultants.