Page 12 - 2020 Faces of the Main Line

FACES OF THE
2020
SPONSORED CONTENT
THE FACE OF
WEALTH AND RETIREMENT PLANNING
A graduate of Georgetown University, West Chester’s Patti Brennan, CEO of Key Financial, Inc., provides comprehensive wealth management strategies tailored to each client’s needs. Through a culture rooted in the tenets of wisdom, perspective and commitment, the Key Financial team provides each client with a personalized financial plan with multiple scenarios and stress tests. Their approach to concierge service has resulted in a new standard for the client experience and is being modeled by other firms throughout the United States. Brennan has garnered recognition by Forbes and Barron’s as one of the Top Advisors in America for over a decade garnering her the prestigious Barron’s Hall of Fame Award.
KEY FINANCIAL INC.
1045 Andrew Drive • West Chester, PA • 610.429.9050 • 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 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. 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.