Page 65 - The Hunt - Spring/Summer 2023

Congratulations Patti! Forbes ranks Patti #1 Top Women Wealth Advisor
in the State and #13 Top Women Wealth Advisor in the Nation!
2016 2006-2016
2016 2006-2016
Top 100 Women Top 1,200
Top 100 Women Top 1,200 Financial Advisors Financial Advisors
WEALTH
Top 1,200 nancial Advisors
ancial Advisors in America
in America
2006-2016
WEALTH
WEALTH
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2016
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Top 100 Women Top 1,200
Top 100 Women Top 1,200 Financial Advisors Financial Advisors
Financial Advisors Financial Advisors in America in America
WEALTH
in America in America for the 10th year!
WEALTH WITH
for the 10th year!
MANAGEMENT
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WITH® PATTI BRENNAN, CFP
PATTI BRENNAN, CFP®
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Dedicated to helping improve your net worth. Get it on iTunes, Stitcher, Spotify or Google Play Music
©2018 Elizabeth M. Dobrinska | Innovative Images
PAT
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Financial Advis in America
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NATNIAOTNIOANLALLYLYACACCLLAAIIMED for Her WiisdomiinWeeaaltlhthMaannaaggeemmenent...t... NATIONALLY ACCLAIMED for Her Wisdom in Wealth Management...
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LOCALNLAYTIORNEACLOLYGANCICZLEADIMfEoDr Hfoer HCearreWaisndomSeirnviWceatloththMeaCnaogmemeunt...ity... LOCALLY RECOGNIZED for Her Care and Service to the Community...
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PATTI CURRENTLY SERVES AS A BOARD MEMBER FOR CONNECT THRU CANCER AND THE YMCA OF GREATER
PATTI CURRENTLY SERVES AS A BOARD MEMBER FOR CUDDLE MY KIDS AND THE YMCA OF GREATER BRANDYWINE, BRANDYWINE, ANDANFDOSFREOEMRDMECERORL(YASPSEPERRVOEVDVEIONDNGOTSHNBEABTLOHOAEARDNBSO)O,AFARTNHDESPCOEHNEFSNTEMHRECDOCICUHINETEYSTCEECHORENSCOTMOERIUCCNDOETUVYENLTEOYCPMHOEONSOTPCIMTOAIULCN. CDILE, VELOPMENT
COUNCIL, SEEDCO (APPROVING SBA LOANS), AND PENN MEDICINE CHESTER COUNTY HOSPITAL.
SEEDCO (APPROVING SBA LOANS), AND PENN MEDICINE CHESTER COUNTY HOSPITAL.
AND FORMERLY SERVED ON THE BOARDS OF THE CHESTER COUNTY ECONOMIC DEVELOPMENT COUNCIL,
SEEDCO (APPROVING SBA LOANS), AND PENN MEDICINE CHESTER COUNTY HOSPITAL.
1045 ANDREW DRIVE, SUITE A 1045 ANDREW DRIVE, SUITE A
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*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
Securities offeredliktehroeuvgehnuReotyraelnAdlsli,aanscsetAssusnodcieartems,anInacg.,emenmtb, ceormFIpNliRaAn/cSeIrPeCc.oIrndsu,rianndcuestsreyrevxicpeesrioefnfecredantdhrboeusgthpPratcrtiicieasBlereanrneadntahrreouingdheptelnedpehnotnoefaRnodyainl-ApellirasnocneinAtsesrovcieiawtse.sT, hInecr.eAisdvniosofreyesinerevxicehsanogfferfeodrtrharnokuingghsK. eFyorFbineasn“cBiaels,tInInc., a registered investment
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
State Wealth Advisors 2022” list (Feb. 2022). The ranking for this list by SHOOK Research is based on due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes
advisor, not affiliated with Royal Alliance Associates, Inc.
advisor, not affiliactleiednwt irtehteRnotyioalnA, ilnliadnucsetryAsesxopceiartiens,cIen,cr.eview of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Forbes is a trademark of Forbes
Media LLC. All rights reserved. Rankings and recognition from Forbes/SHOOK Research are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level
T T h h e e F F i i n n a a n n c c i i a a l l T T i i m m e e s s T T o o p p 4 4 0 0 0 0 F F i i n n a a n n c c i i a a l l A A d d v v i s i s o o r r s s i s i s a a n n i n i n d d e e p p e e n n d d e e n n t t l i l s i s t i t n i n g g p p r o r o d d u u c e c e d d b b y y t h t h e e F i F n i a n n a c n i c a i l a T l i T m i m e s e s ( M ( M a r a c r h c , h 2 , 0 2 1 0 6 1 ) 6 . ) T . h T e h e F T F T 4 0 4 0 0 0 i s i b s a b s a e s d e o d n o d n a d t a a t g a a g t h a e t h r e e d r e f d r o f mr o m fi r mfi r s m a s n a d n v d e r v i e fi r e i fi d e b d y b b y r o b k r e o r k - e d r e - a d l e e a r l h e r o mh o e m o e f fi o c f e fi s c , e r s e , g r u e l g a u t o l a r y t o d r y i s c d l i o s s c u l o r s e u s , r e a s n , d a t n h d e t F h T e ’ s F T r e ’ s s e r e a s r c e h a . r c T h h . e T h e of performance results and such rankings should not be construed as an endorsement of the advisor.
l l i i s s t t i i n n g g r r e e fl fl e e c c t t s s e e a a c c h h a a d d v v i i s s o o r r ’ ’ s s p p e e r r f f o o r r m m a a n n c c e e i n i n s s i x i x p p r r i mi m a a r r y y a a r e r e a a s s , , i n i n c c l u l u d d i n i n g g a a s s s e s e t s t s u u n n d d e r e r m m a n a a n g a e g me m e n e t n , t a , s a s s e s t e g t r g o r w o w t h t , h c , o c m o m p l p i a l i n a c n e c e r e r c e o c r o d r , d e , x e p x e p r e i e r n i e c n e c , e c , r e c d r e e d n e t i n a t l i s a , l s a , n a d n a d c a c e c c s s e i s b s i i l b i t i y l i t a y s a i d s e i d n t e i n fi t e i d fi e b d y b t h y e t h F e T . F N T . e N i t h e e i t r h t e h r e t h b e r o b k r e o r k a e g r e a s g n e s o r n t o h r e t h a d e v a i s d o v r i s s o p r a s y p a a y f e a e f t e o e t t h o e t F h i e n a F n i n c a i a n l c i a l Third party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.
TimesinexchangTehfefosreiinrcacltluiunsgiiosnsihinotuthledeFnFToTt4b0e0.c.onstrued as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
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