WEST CHESTER, Pa., March 05, 2018 (GLOBE NEWSWIRE) -- This Tuesday, March 6th, Key Financial’s Patti Brennan will be one of three Top Advisors presenting at the Barron’s Regional Summit at the Ritz-Carlton in Philadelphia. Also presenting will be Wescott Financial Advisory Group's Grant Rawdin and Merrill Lynch's Peter Rohr. The advisors will share insights on how they are evolving and adapting their approaches to create better client outcomes and sustained growth in their business.
“All too often, emerging advisors looking to build successful businesses look with despair at advisors already ‘there’ and wonder…’how in the world could I ever do that?’ In my session, I’m going to outline the various seasons my business went through, with the goal of sharing some of the good decisions, and some of the painful ones as well…especially as it relates to building a team.”
In the 40 minute session, attendees will learn how Patti Brennan built one of the most successful Financial Advisory Firms in the finance industry…brick by brick, while still raising a family with 4 young children. The presentation will be followed up by a Q&A from the audience, along with a cocktail reception.
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.
With assets under management over $900 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.
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.
Contact information: bernadette@keyfinancialinc.com
A photo accompanying this announcement is available at http://www.globenewswire.com/NewsRoom/AttachmentNg/b0eb6b19-8b22-4853-9fb4-c77989e06a68