WEST CHESTER, PA — Key Financial, Inc. of West Chester, PA has announced that their CEO Patti Brennan, CFP® has been named by Forbes as the #18 Top Women Wealth Advisor in America and was also named the #2 Top Women Wealth Advisor in Pennsylvania.
Forbes’ rankings, developed by SHOOK Research are the only advisor rankings with a focus on quality, not just assets under management. The ranking of the Top 1000 Women Wealth Advisors in America started with over 32,000 nominations received.
The process “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,” explained RJ Shook, President of SHOOK Research. Shook added, “Unlike other advisor rankings, SHOOK is not a ‘robo-ranker’. His goal is to ‘create rankings of role models-advisors that are leading the way in offering best practices and providing a high-quality experience for clients.’”
Through a culture rooted in the tenets of wisdom, perspective and commitment, the Key Financial team state they provide each client with a personalized financial plan with multiple scenarios, stress tests and what ifs. “This approach to concierge service has resulted in a new standard for the client experience. This paired with Patti’s unique ability to communicate complex financial concepts through understandable terms, has garnered recognition by Forbes, The Financial Times and Barron’s as one of the Top Advisors in America year after year for almost two decades. With the goal in mind to elevate the client experience, Brennan has created a culture that boasts a client retention rate of 99.5% and is the envy of the industry. ”
“I think our client retention rate, more than anything, recognizes the excellence in the efforts made by every member of my team, on behalf of our clients and the families they love. I am humbled by the confidence our clients put in us every day and promise to do everything we can to warrant their trust,” stated Brennan.
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. See www.barrons.com for more information.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
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