Patricia Conway (CFP®, MBA)

Patricia Conway focuses in the
following client markets or areas of practice:

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Patricia Conway’s career has concentrated in the financial and investment industry over the last twenty five years. Since 1985, Pat’s work experience has required strong analytical skills and proficiency in portfolio accounting, investment and tax planning in consulting with individuals and families. Pat moved to Saint Louis from Chicago in 1995 to work with a consulting firm serving high net worth families.

Pat earned her Master’s in Business Administration from DePaul University and business undergraduate degree from Purdue University. She is a Registered Investment Advisor with the State of Missouri, and a Certified Financial Planner with the Certified Financial Planner Board of Standards, Inc.