WEST CHESTER, Pa., Dec. 09, 2016 (GLOBE NEWSWIRE) -- This past week, President and CEO of Key Financial Inc. Patti Brennan attended the Barron’s Top Women Advisors Summit held in Palm Beach, Florida. This year’s conference (2016) marked her 10th year listed on the Barron’s Top 100 Advisors list, a distinction held by only a handful of women in the field.
A photo accompanying this announcement is available at http://www.globenewswire.com/NewsRoom/AttachmentNg/c18b3cba-b2cf-4f97-8677-ccb72dbb9411
Patti first earned her spot on the Top 100 nearly a decade ago in 2006. “Our team was pleasantly surprised to have been placed in the rankings. It was a wonderful statement of support for the way that we run the business and the service we provide our clients.” Ten years later, Key Financial continues to apply an exceptional level of service, utilizing the elements of financial planning tailored to their client’s specific goals.
The Barron’s Top 100 ranking is based on assets under management, revenue generated for the advisor’s firms, and also the advisors quality of practice. Earning a spot on the Top 100 places the nominees on a distinctive list of wealth management firms, managing more than $3.4 billion in assets under management.
This award was not awarded to Patti alone, as she is quick to credit the efforts of her dedicated team, led by her Chief Planning Officer Eric Fuhrman:
“The Barron’s award is highly coveted because it recognizes those who champion industry best practices. Patti’s perennial recognition is a testament to her collaborative leadership style, as well as her penchant for developing internal talent with a client centric focus. When asked about the hallmarks of her success, Patti’s self-effacing nature is always to assign credit squarely to her deep bench of passionate and caring associates.”
Boilerplate:
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.
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.