• Patty Ries

    Compliance Manager

    Client Services

Working with Patty you will find very quickly to be a treat.  She is always very pleasant and has an unprecedented knack for detail.

Patty Ries joined the Fortune Wealth Management team in 2011. She works as the Compliance Manager as well as an executive assistant to Sonja, working very closely with her clients. Patty has worked in the wealth management industry for seventeen years. Prior to joining Fortune Wealth Management, she worked as an executive assistant at Luke Financial Co. LLC and Carter Financial. She has extensive experience with Raymond James and has worked on both the registered investment and the broker/dealer side of the business. Patty has also completed the course work for the CFP designation. She graduated from the University of Texas at Austin with a Bachelor of Arts degree.

Patty lives in Dallas and enjoys reading, jewelry making, photography and traveling. She is also passionate about animals and is a supporter of the ASPCA and the SPCA of Dallas.