Page 75 - The Hunt - Spring 2024

Congratulations Patti!
2016 2016
2006-2016 2006-2016
Top 100 Women
Top 1,200
Top 100 Women Financial Advisors
Top 1,200 Financial Advisors
WEALTH
MANAGEMENT
® PATTI BRENNAN, CFP
Financial Advisors in America
Financial Advisors in America
in America
in America
for the 10th year!
for the 10th year!
WI
WI
TH
TH
MANAGEMENT WISDOM & CARE
2016 2006-2016 2016 2006-2016
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
WITH
in America
for the 10th year!
WEALTH
WISDOM & CARE
WE
ENT
for the 10th year!
MANAGEMENT
MANAGEM
WE
LTH
A
A
LTH
MANAGEMENT WISDOM & CARE
Join me on my Podcast!
WITH
WITH
WISDOM & CARE
WISDOM & CARE
PATTI BRENNAN, CFP®
PATTI BRENNAN, CFP®
Dedicated to helping improve your net worth. Get it on iTunes, Stitcher, Spotify or Google Play Music
PATTI BRENNAN, CFP®
PATTI BRENNAN, CFP®
NATIONALLY ACCLAIMED for Her Wisdom in Wealth Management...
NATIONALLY ACCLAIMED for Her Wisdom in Wealth Management...
NATIONALLY ACCLAIMED for Her Wisdom in Wealth Management... LOCALLY RECOGNIZED for Her Care and Service to the Community...
LOCALLY RECOGNIZED for Her Care and Service to the Community...
LOCALLY RECOGNIZED for Her Care and Service to the Community...
PATTI CURRENTLY SERVES AS A BOARD MEMBER FOR CUDDLE MY KIDS AND THE YMCA OF GREATER BRANDYWINE,
and CLOSE TO HOME...
AND FORMERLY SERVED ON THE BOARDS OF THE CHESTER COUNTY ECONOMIC DEVELOPMENT COUNCIL,
PATTI CURRENTLY SERVES AS A BOARD MEMBER FOR CUDDLE MY KIDS AND THE YMCA OF GREATER BRANDYWINE,
PATTI CURRENANTDLYFOSREMRVERELSY ASESRAVEBDOOANRTDHEMBEOMARBDESROFFOTRHCE OCHNENSTEECRTCTOHURNUTYCEACNONCOEMRIACNDEDVTELHOEPMYMENCTACOUFNGCRILE, ATER SEEDCO (APPROVING SBA LOANS), AND PENN MEDICINE CHESTER COUNTY HOSPITAL.
BRANDYWINE, AND FORMERLY SERVED ON THE BOARDS OF THE CHESTER COUNTY ECONOMIC DEVELOPMENT
SEEDCO (APPROVING SBA LOANS), AND PENN MEDICINE CHESTER COUNTY HOSPITAL.
COUNCIL, SEEDCO (APPROVING SBA LOANS), AND PENN MEDICINE CHESTER COUNTY HOSPITAL.
1045 ANDREW DRIVE, SUITE A 1045 ANDREW DRIVE, SUITE A
610.429.9050 610.429.9050
1045 ANDREW DRIVE, SUITE A
1045 ANDREW DRIVE, SUITE A WEST CHESTER, PA 19380
WEST CHESTER, PA 19380 WEST CHESTER, PA 19380 WEST CHESTER, PA 19380
610.429.9050 610.429.9050
KeyFKienyaFnincainaclIianlcIn.co.cmom KeyFKienyaFnincainaclIianlcIn.co.cmom
Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Key Financial Inc. Osaic Wealth Inc. is separately owned and other entities and/or marketing names, products
orservicesreferenScecdurhitiesreofaferredinthdreoupgehnRdoeyanltAollifanOcesaAiscsoWciaeteasl,thIncI.n,cm.emberFINRA/SIPC.InsuranceservicesofferedthroughPatriciaBrennanareindependentofRoyalAllianceAssociates,Inc.AdvisoryservicesofferedthroughKeyFinancial,Inc.,aregisteredinvestment
S e c u r i t i e s o f f e S r e e d c u t r h i t r i e o s u g o f h f e r R e o d y t a h l r o A u l g l i h a n R c o e y a A l s A s l l o i a c n i a c e t e A s s , s I o n c c i a . , t e m s , e I mn c b . , e m r e F m I N b R e r A F / I S N I R P A C / . S I I n P C s u . r I n a s n u c r e a n s c e e r v s e i c r v e i s c e o s f f o e f r f e e r d e d t h t h r o r o u u g g h h P P a a t t r r i i c c i a i a B B r e r n e n n a n n a n a r e a r i n e d i e n p d e e n p d e e n n t d o e f n R t o o y f a l R A o l y l i a a l n c A e l l A i a s n s o c c e i a A t e s s s , o I c n c i a . t A e d s v , i I s n o c r y . A s e d r v v i i c s e o s r y o f s f e e r r e v d i c t h e r s o u o g f f h e r K e e d y t F h i n r a o n u c g i a h l , K I n e c y . , F a i n r e a g n i c s t i e a r l e , d I n i n c v . , e s a t m r e e g n i t s t e r e d i n v e s t m e n t 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
The Badrvroisno'r,snHoat lalfofialdfiavFitseaodmr,wneoitahacfRkfifiolnliayaotatewldAlwewlliditahgnReRcoesyaAalldsAsvlolliiascanoinacrteseAsAw,sshIsonoci.aihatetaesvs,,eInIncac.p. peared in Barron's annual Top 100 Advisor rankings for 10+ years. The Hall of Fame honors advisors who exemplify long-term success and commitment to their advisor, not affiliated with Royal Alliance Associates, Inc.
clients.RankingsaTnhdeFreincaoncgianliTtimonesfTropm40B0aFrirnoanc'siaalAredvnisorsgiusarnaindtepeenodfefnuttluisrtienginpvroedsutcmedebnyttshuecFcineasnscialnTdimdeso(nMoartche,n2s0u16re).tThaetFTa4c0u0rrisenbatsoedropnrodastpaegcathiveeredclfireomntfiwrmilsleanxdpveriefiendcbeyabrhokigerh-deeralervheolmoefopffiecrefso,rmegaulnatcoeryrdeiscullotsuraens,dansductherFaTn’skriensgeasrcsh.oThueld 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
TheFinancialTimesTop400FiinanciiallAdvisisorrssisisaannininddeeppeennddeennttlilsistitninggpprorodduuceceddbbyyththeeFiFniannacnicailaTl iTmimeses(M(Maracrhc,h2,021061)6.)T.hTeheFTFT40400isibsabsaesdeodnodnadtatgaagthaethredrefdrofmromfirmfirsmasnadnvderviefireifidebdybyrobkreork-edre-adlearlheromhoemoeffiocfefisc,erse,gruelgautolarytodryiscdliossculorseus,reasn,datnhdetFhTe’sFTre’sereasrceha.rcTh.eThe not be construed alistianng reflnedcotsresaecmh eadnvtisorf’sthperfaodrmvaisnocer.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
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
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
The Barron’s WinnTeirm’sesCininrcelxechTaongpge1fo0r0iincacllunusdsiionTnoiinptth1e2F0T040a0r0.e. 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
practiTciemse,sthineeqxcuhalnintgygeofoforsieinrcvlliucseiiopnrioinvttihdheFdFTt4o40c0l.i.ents, adherence to high standards of industry regulatory compliance, and leadership in “best practices” of wealth management. Portfolio performance is not a factor. Please see
T T h h e e “ “ B B a a r r r r o o n n ’ ’ s s W W i i n n n n e e r r ’ ’ s s C C i i r r c c l l e e T T o o p p 1 1 2 2 0 0 0 0 ” ” i s i s a a s s e e l e l e c c t t g g r r o o u u p p o o f f i n i n d d i v i v i d i d u u a a l s l s w w h h o o a a r e r e s c s r c e r e e n e n e d e d o n o n a a n u n mu mb e b r e r o f o d f i d f f i e f f r e e r n e t n c t r c i t r e i t r e i a r i . a A . mA mo n o g n g t h t e h f e a c f a t o c t r o s r t s h t a h t a a t d a v d i s v o i s r s o r a s r e a r a e s a s e s s s e s e s s d e i d n c i n l u c d l u e d t e h e t h i r e a i r s s a e s t s s e u t s n d u n e r d e m r a mn a a g n e a mg e e mn t e , n r e t , v r e e n v u e e n s u , e t s h , e t h q e u a q l u i t a y l i o t f y s o e f r v s e i c r e v i p c r e o p v i r d o e v d i d t e o d c t l o i e c n l t i s e , n a t s n , d a n d
www.barrons.com for more information.
T T h h e e “ “ B B a a r r r r o o n n ’ ’ s s W Wt t h h i e e i n n i i r n r n a e a e d r d r ’ h h ’ s s e e C r r C e e i n i r n r c c c c e l e l e e t t o T o T o h o h p i p i g g 1 h h 1 2 2 s s 0 t 0 t a 0 a 0 n n ” d ” d i a a s i r s r d a d a s s s o s o e f e f l i e l n i e n c d c d t u t u g s s g t r t r r o r y o y u u r p r e p e g o g u o u f l f a l i a n t i o t n d o r d r i y v y i v c i d c i o d o u m mu a p a l p s l l i l s a i w a n w n c h c e h o e . o . P a P o a r o e r r t r e f s t o f c s o l i r c l o i e r o p e e p e n e e r n e f r o d e f o r d mo r mn o a n n a a n c a e c n e u n i s mu i s n m b o n t e o b t r a e a r o f a f o f c a d f t c o i d t f r o f . i e f r P . f r e l P e e r l n a e e s t a n e s c t e s r c i e s t r e e e i t r e e B i a r B a i . r a a r A r . o r mn A o s n mo . s c n . o o c g mn o mg t h f o t e f r h o f e mr a mo c f a r t o e o c r t r e i o s n i r f n o t s h f r o mt a r h t ma a a t t a i d o t a i n v o d . i n s v . o i s r s o r a s r e a r a e s a s e s s s e s e s s d e i d n c i n l u c d l u e d t e h e t h i r e a i r s s a e s t s s e u t s n d u n e r d e m r a m n a a g n e a mg e e mn t e , n r e t , v r e e n v u e e n s u , e t s h , e t h q e u a q l u i t a y l i o t f y s o e f r v s e i c r e v i p c r e o p v i r d o e v d i d t e o d c t l o i e c n l t i s e , n a t s n , d a n d TheEtrhnesirtadnhderYeonucengtoEhnigthresptarenndaerudrsOofiTndhuestYreyarre®guAlawtoaryrdcohmasplrieanccoeg.nPiozretfdolitohepeerfnodrmeavnocersisonfoetxacefapctoior.nPalelamsenseaenBdarwronms.econmwfhoormcroereatienfothrmeaptirond.uctsandservicesthatkeepourworldwideeconomymovingforward.
their adherenceThteo“hBigarhrrosnt’a’snWdiainrndesr’’sosfCiinircdclleuesTtoropyp1r10e0g0u””liasistoarsyseelceleoccmttgpgrlroioauupnpcoeof.finPindodirvitvifdioduluaioalslspwewhrhofoarmarereasncscrcereneisnedendotnoanafanauncmutombr.ebPrelroefoafdsideffiefsfrerenetnBctarcirtreriotreinaris.a.A.cmoAmonofgnogframfcatcotrosertshintehfoesrumsruvaervyteiotyankt.aekseisntiontcoocnosnidseidraetriaotnioanreartehethoeveorvaelrlaslilzseizaendansducscuecscsesosf porfapcrtaicetsic,etsh,ethqeuaqliutayliotyf soefrvsiecrevipceropvirdoevdidteodctloiecnltise,nts,
The FTohrebe“Bsarrarnokn’isngaWdhiohnefnreAenrmc’seetCtorirhchciaiglge’hsTsTtotaoapnpd1a0aWrd0dse”saoifslftiihnandasuesdstltrverycyisrtroegrgursuol,aluatiotpsorryboyfcacosionmemdpdiplvilaoiadnucceae,l,snaanwnaddlhlgeoleaoadarderietreshrshsmhicpiprieonienf“nbq“ebeudseatsotplinprtarcatcinvtcieucesem”sa”obnfoedwfrweqoaefulatdhaltihnmfftmeairtnaeantgaitevgmcemreidntetan.rtPi.aoP.,rotArfroatmflotioiolnionpgegpreftfohrafrcomtruomarnsascanentchiedseisnssonutofratvwfeayecfatatocalrt.kohPer.lseaPadliesnavetsoiseocesoresBneaswBridraiotrenrhrosan.actsio.mcmnoimfnaorirfmeomrtuomhmreorioenovfifoenrsrfmoaerlavmlteisaointnzio.eynea. nadrssoufcceexspseorfiepnracceticaensd, twheiqguhailnitgy ofafcsteorrvsicleikperovided to clients,
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,
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. Forbes “Best In State
adherencetohighstandardsoffiindusttrryrregulalatotorryyccoompplilaiannccee,,aannddleleaaddeersrshhipipinin“b“besetstpprarcatcitciecse”s”ofowf weaelathlthmmanaangaegmemenetn.tP.oProtfrotfloioliopepreforfromrmanacneciesinsontoatfacfatocrt.oPr.lePalesaesseeseBeaBrraornrosn.cso.cmomforfomromreorienfionrfmoramtiaotnio. n.
Wealth Advisors 2023” list (Feb. 2023). 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 client
retention, industry experience, review 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 of performance results and such rankings should not be construed as an endorsement of the advisor.
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. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.