WEST CHESTER, Pa., June 06, 2017 (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.
A photo accompanying this announcement is available at http://www.globenewswire.com/NewsRoom/AttachmentNg/5e42ccfc-2fcc-45b2-9e72-6916c776ae51
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 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.
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.
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.
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. Key Financial, Inc., 1045 Andrew Drive, Suite A, West Chester, PA 19380. Ph: 610-429-9050. Email: pbrennan@keyfinancialinc.com
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.