Cell Phone
(210) 223-6929
Location
San Antonio (TX)
Specialty
Individual Wealth Management, Retirement Plan Consulting
Zip Code
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Sonali Patel
FINANCIAL ADVISOR
Sonali Patel is a Financial Advisor at Prime Capital Financial, where she serves as a trusted partner to clients, delivering thoughtful, strategic solutions designed to help grow and protect wealth across generations.
She brings over a decade of experience in the financial industry, spanning multiple asset classes and market environments. Sonali began her career as an equity analyst at Goldman Sachs and has since served as an Institutional Sales & Trading Associate specializing in volatility research, options trading, and hedging strategies. As Vice President, she expanded into the private equity market, where she brokered and executed secondary-market transactions while expanding firm coverage from the West Coast to the East Coast. Most recently, Sonali served as Vice President of Private Wealth, advising high-net-worth individuals and families on comprehensive wealth management strategies.
Sonali earned a Bachelor of Applied Science in Neurobiology from Northwestern University, with a minor in Business Management from the Kellogg School of Management. She is deeply involved in her community and serves on the boards of Teach For America and Restore Education.
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness.
