Patrick Konyn
Senior Vice President, Senior Financial Advisor, Portfolio Manager - Helping women (and their families) achieve financial freedom to live their best lives, and helping them create lasting generational wealth.
- Role
- Senior Financial Advisor, Senior Vice President at Merrill Lynch
- Location
- Franklin, TN, US
- LinkedIn followers
- 500 followers
About Patrick Konyn
Women take on many roles in life… From the executive leader/ professional businesswoman where you steer companies, make strategic decisions, and break glass ceilings, to the caregiver and nurturer where you are the heart of the family, caring for children, aging parents, and sometimes even grandchildren. You make time for so many other people in your life and run the risk of prioritizing everyone else except the most important person…YOU! As a Senior Financial Advisor, I have the privilege of serving incredible women (and their families), like you, to help them achieve the financial freedom to live their best lives on their terms and help create a financial legacy for their families. Our team utilizes a seasoned and defined planning process that focuses on issues and concerns unique to women: • Gender Wealth Gap - How the wage and wealth gap women face affects their retirement planning. • Longevity – How women living longer necessitates the need for long-term healthcare planning. • Financial Empowerment – Educating, demystifying financial concepts, and empowering women to make informed decisions. • Divorce and Survivorship – Supporting women though life\'s challenging seasons with compassion and care. • Need for Self-Care – Making YOU the priority can be challenging for women, yet so important for accomplishing your dreams, and fulfilling all your roles. If you find yourself asking questions like: • \"How can I bridge the gender wealth gap?\" • \"Am I saving enough for my retirement amidst my demanding career?\" • \"How do I secure my loved ones\' futures while safeguarding my own?\" • \"How do I rebuild after divorce or loss?\" • \"Will I have enough to cover medical expenses and long-term care?\" • \"How do I balance living for today and planning for tomorrow?\" • \"Am I investing wisely to create generational wealth?\" Our team would be honored to talk with you and share how we collaborate with our clients to create a custom roadmap tailored to their dreams, goals, and aspirations. Together, we\'ll navigate the complexities of life with empathy, wisdom, and resilience.
Experience
Senior Financial Advisor, Senior Vice President
Jun 2012 — Present
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Education
Belmont University
Master's Degree
2008 — 2011
University of Wisconsin - Madison
Bachelor's Degree
1990 — 1995
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.