WEST CHESTER, Pa., Oct. 16, 2017 (GLOBE NEWSWIRE) -- This past week Key Financial announced their CEO and President Patti Brennan CFP®, CFS has been named one of Americas Top 250 Wealth Advisors in America by Forbes magazine. From a starting pool of 20,000 applicants, SHOOK Research Analysts whittled down the pool to 250 elites through a rigorous and comprehensive algorithm process.
For consideration, applicants must meet specific quantitative data — including retention, a minimum seven years’ experience, and a clean compliance record. However, the Forbes ranking is largely accumulated through qualitative data, collected through in person and telephone interviews. “SHOOK research creates ranking of role models,” says founder and President RJ Shook. “Advisors that are leading the way in offering best practices and providing a high quality experience for clients.”
President and CEO Patti Brennan was honored to receive the ranking. “I’m so honored to receive this award, notable not only for its depth of scrutiny, but the level of discernment of industry professional experts. Notable not only for its high standards, but the extra level of scrutiny from unbiased industry experts.”
To date, Key Financial oversees $694 in total AUM, with a typical account size from $2-5 million. Their broker dealer, Advisor Group, is one of the nation’s largest networks of independent financial advisors, overseeing over 4,500 advisors in its network. Brennan has also been recognized by Barron’s for the past ten years as one of the Top 100 Women Financial Advisors in America and also one of the Top 1200 Financial Advisors in America. Once again, Financial Times ranked Brennan as a Top 400 Advisor as well, and most notably, Patti was ranked # 15 in Forbes Top 100 Women Wealth Advisor for the second consecutive year in a row.
On a local level, Brennan proudly serves on the Board for the YMCA of Greater Brandywine and Cuddle My Kids. She has formerly served on the Boards of the Chester County Economic Development Council, SEEDCO and Penn Medicine Chester County Hospital. As the President and CEO of Key Financial for more than 28 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 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. 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.
