WEST CHESTER, Pa., May 11, 2018 (GLOBE NEWSWIRE) -- Key Financial, Inc., a West Chester, PA financial planning firm that oversees close to $1 billion of client assets, announced that the final selections have been made for their highly competitive summer internship program. “After several interviews, the field has been whittled down to four candidates that will start the 11 week program at the end of the month”, stated Bernadette Hunter, Director of Communications. “This is the fifth year we have run this program and are thrilled with the caliber of candidates that consistently apply – it’s a very exciting time for these college students who are looking to sharpen their skills and gain valuable hands-on experience at one of the top wealth management companies in the country”. Candidates for the 2018 program hail from Penn State University, Gettysburg College, Johns Hopkins University and the University of San Diego.
Patricia C. Brennan, CFP®, CFS is the President and CEO of Key Financial, Inc. In addition to being recognized as a Barron’s Top 100 Advisor in the Nation for 12 years running, Brennan has also been ranked by Forbes as one of the Top 20 Female Wealth Advisors nationally. Brennan is proud of the program her team has designed and runs every summer, “Members of the Key Financial team serve as mentors to these aspiring young professionals and will educate them on a variety of elements of financial planning as well as guiding them through the completion of many assignments and projects. Our Leadership Team members all take a specific role in implementing this program. I truly believe this program benefits all of us as much as it benefits the interns. These are students who are at the top of their class and they bring great energy and ideas to the projects we have created!”
If you know someone who might be interested in applying for an internship position in 2019, applications and resumes are accepted beginning in December 2018.
On a local level, Brennan proudly serves on the Board for the YMCA of Greater Brandywine and also on the Board of 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 almost 30 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.
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.
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 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.
The Financial Times Top 400 Financial Advisors is an independent listing produced by the Financial Times (March, 2016). The FT 400 is based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility as identified by the FT. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 400.
The “Barron’s Winner’s Circle Top 100” is a select group 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.
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