Barron’s Magazine Ranks Patti Brennan Top 100 Women Advisors 2017
WEST CHESTER, PA, (GLOBE NEWSWIRE) – Key Financial, Inc., a financial planning and wealth management firm located in West Chester, PA is pleased to announce that once again, it’s President and CEO, Patricia Brennan was named to Barron’s Top 100 Women Advisors ranking. “We are so proud of Patti; the fact that she has consistently been named to this national list over the past 11 years shows her tireless commitment to excellence in the industry. This is the second year in a row that Patti is in the top 50 female advisors in the nation,” explained Bernadette Hunter, Director of Communications at Key Financial, Inc. The Wall Street Journal will be publishing the Barron’s list nationally on Tuesday, June 6, 2017.
Brennan is quick to credit her “deep bench” in providing client satisfaction that exceeds expectation. “I have a brilliant and dedicated team, and recognize that financial planning needs change in various seasons of life. As the family’s trusted advisor, we serve those who want to improve their net worth.”
Key Financial, Inc. has been serving families in the Chester County area, as well as nationally, for over 30 years. During that time, Patti has also been ranked consistently by Barron’s as a Top 1200 Advisor in the Nation, and also by the Financial Times and Forbes as a Top 100 Wealth Manager in the Nation for 2016.
Locally, Brennan proudly sits on the Board for the YMCA of Greater Brandywine, the National Advisory Board for Royal Alliance and is a former Board Member of Penn Medicine Chester County Hospital.
With total client assets nearing $800 million, Key Financial, Inc. provides comprehensive financial planning and wealth management services. For information about the firm’s planning services or to speak with Patti Brennan, call (610) 429-9050 or visit www.staging.keyfinancialinc.com.
A graduate of Georgetown University, Patti is a Certified Financial Planner with almost 30 years of experience providing financial advice in West Chester, PA. In addition to being President and CEO of Key Financial, Inc. she also serves on the National Advisory Board, the YMCA of Greater Brandywine and Cuddle My Kids. She formerly served on the Boards of the Chester County Economic Development Council, SEEDCO and Penn Medicine Chester County Hospital.
Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance services offered through Patricia Brennan are independent of Royal Alliance Associates, Inc. Advisory services offered through Key Financial, Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc.
*The Forbes ranking of America’s Top Wealth Advisors, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. There is no fee in exchange for rankings.
The Financial Times Top 400 Financial Advisors is an independent listing produced by the Financial Times (March, 2017). The FT 400 is based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility as identified by the FT. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 400.
The “Barron’s Winner’s Circle Top 1200” is a select group of individuals who are screened on a number of different criteria. Among the factors that advisors are assessed include their assets under management, revenues, the quality of service provided to clients, and their adherence to high standards of industry regulatory compliance. Portfolio performance is not a factor. Please see www.barrons.com for more information. The “Barron’s Winner’s Circle Top 100” is a select group of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in “best practices” of wealth management. Portfolio performance is not a factor. Please see www.barrons.com for more information.