Patrick Monahan, Aif®️ Email & Phone Number

As one of the longest tenured members of Krilogy, Patrick Monahan is well known for his keen sense of leadership and drive to provide the highest level of client service. His passion for exploring complex, sophisticated financial needs and implementing solutions has made him a trusted partner at Krilogy and to the clients he serves. Patrick works with many professionals, business owners, and high-net-worth individuals and has dedicated his career to building wealth management strategies to help them achieve their goals. He is a member of Krilogy’s Private Client Committee, dedicated to designing and implementing custom-tailored financial plans and services for high-net-worth investors. He is a member of Krilogy’s Executive Leadership Committee, where he assists in managing the vision and strategy of the firm. Patrick is also a member of the firm’s Investment Committee, responsible for managing Krilogy’s investment portfolios. As a leader at Krilogy, Patrick has been instrumental in developing the foundation of the firm. He performs ongoing training for the internal team on topics related to the financial needs of wealthy clients and business owners and strategies to address their complex financial state. Patrick mentors other advisors on building and maintaining client relationships.Patrick received his Bachelors degree in Personal Financial Planning with a minor in Business from the University of Missouri – Columbia. In his free time, he enjoys playing golf and hockey, reading, and spending time with family and friends. Patrick and his wife, Krista, and their three children reside in St. Louis, MO.

Listed skills include Asset Management, Retirement, Sales, Series 7, and 42 others.

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  University Of Missouri-Columbia, College Of Business

  Personal Financial Planning