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Our financial advice team


Patricia A Koney, Financial Advisor serving the Orland Park, IL area - Ameriprise Advisors

Patricia A Koney

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Koney Wealth Advisors
45
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education
  • Charitable Giving
  • Women's Financial Strategies
  • Domestic Partner Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Member, Financial Planning Association

Awards & recognition

  • Koney Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023 - 2024
  • Koney Wealth Advisors, Ameriprise Client Experience Award, 2020 - 2021, 2023
  • Ameriprise Circle of Success, 2003 - 2016
  • Five Star Wealth Manager, 2012 - 2014

Community participation

Koney Wealth Advisors 'Give Back':

This year Koney Wealth Advisors is partnering with The Pediatric Oncology Treasure Chest Foundation. The Treasure Chest Program allows cancer patients (ranging in age from birth through 18 years) at 66 children’s cancer treatment centers to choose an age-appropriate toy as a reward for having the courage to undergo painful but necessary procedures. To show our support for this organization, KWA will be collecting new toys for children of all ages.

If you are interested in supporting this cause, feel free to drop off a NEW toy at our Orland Park office.

Interests

  • I support the Troops by sending care packages overseas
  • Volunteer for Greater Chicago Food Depository