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WEST CHESTER, Pa., Aug. 25, 2022 (GLOBE NEWSWIRE) — Key Financial, Inc. of West Chester, Pennsylvania just announced that its CEO Patti Brennan, CFP® has been appointed by Forbes in their ranking of the Top 250 Wealth Management Advisors in the United States for 2022.
This year alone, Brennan was the #1 ranked wealth advisor in Pennsylvania by Forbes. Brennan’s name was also mentioned twice this year by Barron’s, ranked 18th.e in their Top 100 Women Wealth Advisors, and #7 in their list of Top 1,200 Financial Advisors State by State.
Forbes‘, developed by SHOOK Research, are chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industrial experience; compliance records; income generated; and assets under management.
According Forbesnote the advisors in this year’s Top 250 “have proven themselves over time. Virtually everyone on our list has over 20 years of experience; more than 80% of them have persevered for more than a quarter of a century, through several bear markets.
Asked about the latest ranking, CEO Patti Brennan was quick to mention the value of her team: “In honor of receiving this ranking, I defer to the citation ‘if serving is below you, leadership is beyond you. This ranking is a reflection of the amazing leaders I have on my team who are committed to showing up every day to provide great service to our customers. This recognition would not be possible without my team.
Locally, Brennan is proud to serve on the board of Penn Medicine Chester County Hospital, YMCA of Greater Brandywine and Connect Thru Cancer. She previously served on the boards of the Chester County Economic Development Board and SEEDCO. As President and CEO of Key Financial for over 30 years, Brennan provides comprehensive wealth management with integrated strategies unique to each client. Known for her ability to see the impact of small details on the big picture, Brennan is known for communicating complex financial concepts in simple, understandable and meaningful terms. Brennan has guided standing audiences with her wisdom, perspective and practical advice through some of our country’s most difficult times. Brennan and her team also produce The Patti Brennan Show, a podcast dedicated to helping improve listener net worth. It can be found on iTunes, Google Play, Stitcher and Spotify. The show is bi-weekly and covers current financial topics as well as economic forecasts and market discussions.
With assets under management of over $1.5 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 more information about business planning services or to speak with Patti Brennan, call (610) 429-9050 or visit www.keyfinancialinc.com.
Securities offered by Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance services offered by Patricia Brennan are independent of Royal Alliance Associates, Inc. Advisory services offered by Key Financial, Inc., a registered investment adviser not affiliated with Royal Alliance Associates, Inc.
The Barron’s Winner’s Circle Top 100 and Barron’s Winner’s Circle Top 1200 are select groups of individuals who are selected on a number of different criteria. Among the factors taken into account by the survey are the overall size and success of practices, the quality of service provided to clients, meeting high industry standards of regulatory compliance and leadership in “best practices”. wealth management. Portfolio performance is not a factor. please look www.barrons.com for more information.
Neither rankings and/or recognition by unaffiliated rating services, publications, media or other organizations, nor the receipt of any designation, certification or license should be construed by a client or potential client as a guarantee that they will experience a certain level of results if KFI is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the Recognized Advisor. Rankings are generally limited to participating advisors. Unless expressly stated otherwise, KFI has not paid a fee to be included in such ranking. No ranking or recognition should be construed as a current or past endorsement of KFI by any of its customers.
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Source: Key Financial, Inc.