Patricia Fong
JD, CTFA, Vice President & Personal Trust Officer AMCORE Investment Group, NA
~~~~~~~~~~~~~
Pat administers and manages investment and trust accounts; specializing in trust, estate, investment management, charitable trusts, IRAs and financial/estate planning. She also assists in developing foundations, endowments, and personal and institutional management accounts.
Pat utilizes her extensive background in trust administration and estate planning to assist clients in developing plans for transferring their estates to their heirs, their charities or other designated beneficiaries in the most efficient manner. Her duties include client consultation and coordinating a wide variety of tax and financial planning issues. In carrying out the planning function, Pat works directly with the clients and where appropriate their attorneys, accountants or other advisors.
Pat received her Juris Doctorate from the University of Iowa and her Bachelor of Science degree from the University of Illinois. She has over 20 years of trust and administrative experience with AMCORE. Pat is also a Certified Trust and Financial Advisor (CFTA) and a member of the Illinois and Winnebago County Bar Associations. She is a certified mediator and arbitrator.
Pat is actively involved in the community, serving as a member of Rotary International, Crusader Clinic Foundation Winnebago County Bar Association, IL State Bar Association, Inc., Northern Illinois Estate Planning Council, Elder Abuse Committee Council, Impact XXI, and is treasurer of Central Asia Sharing Aid. Pat is a past nonvoting member of the Rockford Register Star Editorial Board, past president and treasurer of Northern Illinois Women’s Bar Association and a past treasurer of the Winnebago County Bar Foundation. She is a recipient of the Ring of Excellence Award.
~~~~~~~~~~~~~
BACK to her story Go to Top Email this page to a friend!