WEST CHESTER, PA — Key Financial, Inc. a financial planning and wealth management firm that oversees over $1 billion of assets under management, today announced that Patti Brennan, President and CEO has moved up the ranks from #31 last year to the #25 spot this year in Barron’s Top 100 Women’s Advisors in the Nation. America’s top female advisors, as identified by Barron’s, were published on Friday, July 17, 2020.
The ranking reflects assets overseen by the advisors and their teams, the revenues generated for the firms and the quality of the advisor’s practices. Brennan has consistently remained on this exclusive list, including being ranked earlier this year as the #6 Advisor in Pennsylvania, as well as being inducted into the Barron’s Hall of Fame in the Fall of 2019, a distinction held only by a handful of advisors in America.
The annual ranking is assembled from extensive research examining assets under management, revenue generated by advisors for their firms, and quality of the advisors’ practices. Investment performance is a case by case basis; however, evaluations include examination of regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves.
“To be recognized along with such dynamic female advisors is truly humbling,” said Brennan. “While it is my name that is noted, it is important to reinforce that this honor is a result of the incredible intellectual capital that I am privileged to work with every single day.
“These women and men on my team provide our client family with a steadfast commitment to exemplary service that has been the hallmark of our practice for over 30 years.
“Particularly now, during such an uncertain time in our world, these individuals have pivoted in ways we could not have imagined 6 months ago to be able to continue to provide this service to our clients in a very caring and thoughtful way.”
On a local level, Brennan proudly serves on the Board for the Penn Medicine Chester County Hospital, the YMCA of Greater Brandywine and Cuddle My Kids.
She has formerly served on the Boards of the Chester County Economic Development Council and SEEDCO. As the President and CEO of Key Financial for over 30 years, Brennan provides comprehensive wealth management with integrated strategies that are unique to each client.
Known for her ability to see the impact of the little details on the big picture, Brennan is known for communicating complex financial concepts in simple, understandable and meaningful terms.
Brennan has guided standing room only audiences with her wisdom, perspective and practical advice through some of the most challenging times in our country.
Brennan and her team have also launched The Patti Brennan Show, a podcast dedicated to helping improve the listener’s net worth. It can be found on iTunes, Google Play, Stitcher and Spotify.
The show is biweekly and covers timely financial topics as well as economic forecasts and market discussions.
With assets under management of over $l Billion, Key Financial, Inc. provides comprehensive financial planning and wealth management services and is located at 1045 Andrew Drive Suite A West Chester, PA.
For information about the firm’s planning services or to speak with Patti Brennan, call (610)429-9050 or visit www.keyfinancialinc.com.
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 Barron’s Winner’s Circle Top 100 and the Barron’s Winner’s Circle Top 1200 are select groups 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.
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