Key Financial’s Patti Brennan Ranks #2 in State by Forbes
WEST CHESTER, PA — Key Financial President and CEO, Patti Brennan, has just been named by Forbes as #2 Best-In-State Wealth Advisors for 2021. This is a move up the …
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Berwyn-based Brinker Capital Completes Merger with Orion Advisor Solutions
BERWYN, PA — Orion Advisor Solutions (Orion) and Brinker Capital announced the recent closing of their merger, unifying the industry’s foremost technology provider for fiduciary advisors with the largest privately held turnkey asset …
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FIDx & Envestnet | MoneyGuide Forge Partnership to Make Annuities Available Directly from Financial Plans
BERWYN, PA — FIDx, a product-agnostic platform that connects insurance solutions with wealth management platforms and other providers, today announced a strategic partnership with financial planning software provider Envestnet | …
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West Chester’s Patti Brennan Ranks #25 In Barron’s Top 100 Women Advisors in the Nation
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 …
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