CEO Patti Brennan shares top insights at the Forbes Shook Top Advisor Summit.
President and CEO Patti Brennan shares the defining moment that transformed her work, her life, and herself.
As one of the leading female advisors in finance, Patti Brennan appears on Asset TVs ‘Alpha Female’ with Sarah Makuta. The two discuss the dynamics of women investing, advancements through technology and empowerment through education.
Patti Brennan sits down with her daughter Carrie to reflect back on the challenges of simultaneously raising a family while growing a business. Right in time for Mother’s Day, it is an honest and beautiful conversation between a mother and her daughter.
Recently, our team at Key Financial hosted our first ever “CEO for the Day”, where a local 12 year old was given the opportunity to shadow our President & CEO, Patti Brennan. The idea first came to Brennan after meeting Wyatt through a special program hosted by the West Chester YMCA called Believe and Achieve. As word spread about CEO for the Day, Investment News took the opportunity to feature our story on the first episode of the series “The Secret Life of a Financial Advisor”.