WEST CHESTER, Pa., June 12, 2018 (GLOBE NEWSWIRE) -- Key Financial, Inc. a financial planning and wealth management firm that oversees almost $1 billion of client assets, today announced that Patti Brennan, President and CEO has moved up the ranks from #46 last year to the #33 spot this year in Barron’s Top 100 Women’s Advisors in the Nation. America’s top female advisors, as identified by Barron’s, was published on Monday June 11, 2018. The ranking reflects assets overseen by the advisors and their teams, 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 #8 Advisor in Pennsylvania, for the past 12 years; a distinction held only by a handful of advisors in America.
“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 the past 30 years.”
Royal Alliance Associates, Inc. is the broker dealer of Key Financial, Inc. and is a subsidiary of Advisor Group, Inc. Advisor Group is one of the nation’s largest networks of independent financial advisors serving over 5,000 advisors and overseeing approximately $160 billion in client assets. Royal Alliance was founded in 1969 and employs a client-driven approach focused on meeting the unique demands of businesses and individuals.
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, is a Board Member of 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. Patti, her husband and their four children reside in West Chester, PA.
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. Please see www.barrons.com for more information.
Contact:
Bernadette Hunter
Director of Communications
(610)429-9050
bernadette@keyfinancialinc.com
A photo accompanying this announcement is available at http://www.globenewswire.com/NewsRoom/AttachmentNg/39070957-aca4-4558-a593-aa9d26f429c4