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 WEALTH
WEALTH MANAGEMENT
WEALTH MANAGEMENT
2016 2016
2006-2016 2006-2016
Top 100 Women
Top 1,200
Top 100 Women Financial Advisors
Financial Advisors in America
in America
for the 10th year!
Top 1,200 Financial Advisors
Financial Advisors in America
for the 10th year!
2006-2016 2006-2016
Top 1,200 Financial Advisors
Financial Advisors in America
in America
MANAGEMENT
WEALTH
WEALTH
MANAGEMENT WITH
MANAGEMENT
WITH
WISDOM & CARE
WITH
WITH WISDOM & CARE
WITH
WISDOM & CARE WISDOM & CARE
WISDOM & CARE
PATTI BRENNAN, CFP®
2016
in America
2016
Top 100 Women
Top 1,200
Top 100 Women Financial Advisors
Financial Advisors in America
in America
for the 10th year!
for the 10th year!
PATTI BRENNAN, CFP®
PATTI BRENNAN, CFP® Join me on my Podcast! ®
PATTI BRENNAN, CFP PATTI BRENNAN, CFP®
SHOW
Dedicated to helping improve your net worth. Get it on iTunes, Stitcher, Spotify or Google Play Music
©2018 Elizabeth M. Dobrinska | Innovative Images
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 RECOGNIZaEndDCfLoOr HSEerTCOarHeOaMndES...ervice to the Community...
PATTI CURRENTLY SERVES AS A BOARD MEMBER FOR CUDDLE MY KIDS AND THE YMCA OF GREATER BRANDYWINE,
PATTI CURRENTLY SERVES AS A BOARD MEMBER FOR CUDDLE MY KIDS AND THE YMCA OF GREATER BRANDYWINE,
PATTI CURRENTLY SERVES AS A BOARD MEMBER FOR CUDDLE MY KIDS AND THE YMCA OF GREATER BRANDYWINE, AND FORMERLY SERVED ON THE BOARDS OF THE CHESTER COUNTY ECONOMIC DEVELOPMENT COUNCIL,
AND FORMERLY SERVED ON THE BOARDS OF THE CHESTER COUNTY ECONOMIC DEVELOPMENT COUNCIL,
ANDFORMERLYSSEEDRDCVCOEOD((APOPPNPROTOVHVINIENGBSOSBARLDOSANOSF),TAHNEDCPEHNENSMTMERDIICIOINEUECNCHTHEYESSETTECERORCNCOOUUMNNTICTYYHDHOEOSVSPEPILTITAOALPL.M. ENTCOUNCIL, SEEDCO (APPROVING SBA LOANS), AND PENN MEDICINE CHESTER COUNTY HOSPITAL.
1045 ANDREW DRIVE, SUITE A 1045 ANDREW DRIVE, SUITE A
WEST CHESTER, PA 19380 WEST CHESTER, PA 19380
610.429.9050
610.429.9050
1045 ANDREW DRIVE, SUITE A
1045 ANDREW DRIVE, SUITE A
WEST CHESTER, PA 19380 WESTCHKESeTyERF,iPnAa19n38c0ialInc.com
610.429.9050 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 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
KeyFinancialInc.com KeyFinancialInc.com
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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 S e c u r i t i e s o f f e r e d T h t h e r “ o B u a g r r h o n R ’ s o Wy a i n l n A e l r l ’ i s a n C c i r e c l e A T s o s p o c 1 2 i a 0 t 0 e ” s , i s I n a c s . e , l e m c e t mg r o b u e p r o F f I i N n d R i A v i / d S u I a P l s C w . h I n o s a u r e r a s n c c r e e e n s e e d r v o i c n e a s n o u f m f e b r e e r d o f t h d r i f o f e u r g e h n t P c a r i t t r e i r c i a i a . A B m r e o n n g n a t h n e a f a r c e t o i n r s d t e h p a e t n a d d v e i n s o t r o s f a r R e o a y s a s l e s A s l e l i d a n i n c c e l u A d e s s t h o e c i i r a a t s e s s e , t s I n u c n . d A e r d mv i s a o n a r y g e s m e e r n v t i c , r e e s v e o n f u f e e r s e , d t h e t h q r u o a u l i g t y h o K f e s y e r v F i i c n e a p n r c o i v a i d l , e I d n t c o . , c a l i e r n e t s g , i s a t n e d r e d i n v e s t m e n t
The “Barron’s Winner’s Circle Top 1200” is a select group of individuals who are screened on a number of different criteria. Among the factors that advisors are assessed include their assets under management, revenues, the quality of service provided to clients, and
advisor, not affiliathteidr awdihthereRnocyeatloAhlilgiahnsctaenAdasrsdoscoiaf tinedsu, sIntrcy.regulatory compliance. Portfolio performance is not a factor. Please see Barrons.com for more information. a d v i s o r , n o t a f fi l i a t h t e e d i r wa d i h t h e r R e n o c y e a t l o A h l i l g i a h n s c t e a n A d a s r s d o s c o i a f t i e n s d , u s I n t r c y . r e g u l a t o r y c o m p l i a n c e . P o r t f o l i o p e r f o r m a n c e i s n o t a f a c t o r . P l e a s e s e e B a r r o n s . c o m f o r m o r e i n f o r m a t i o n .
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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 a a c c d d h h h h a e e a r d r d e e v n v n i c i c s s e e o o r t t r o o ’ ’ s s h h p i p i g g e e h h r r f s f s o o t t a r a r mn n m d d a a a a n r r n d c d c s e s e o o i f n i f n i i n s n s d i d x i u u x s p s t p t r r r y r i y mi r m r e e a g a g r u r y u l y a l a a t a o t r o r e r r y e a y a c s c s o , o , mi mn i p n c p l c l i l u a i l a u n d n c d i c e n i e , n g , a g a n a n d a s d s s l e e s l e a e t a s d t d s e u e r u s n r s h n d h i d p e i p r e i n r i m n “ m a b “ b e n a s e a n t s g a t p e g p r ma e r c a m e t c i n t c e i e c t n , s e t ” a s , ” o s a f s o s e w f s t w e e a g t e l a r g t o h l r t w h o m w t m a h t n a , h a n c , g a o c e g m mo e m mp e n l e p i t a n . l i t n P a . c o n P e r o c t f r e r o t e f l o r i c o e l o i c o p r o e d p r r , e f d o e r , f r x o me p r x ma e p n r a e c i n e e r c n i i e e s c n e i n s c , o e n c t , o r a e t c f d r a a e e c f d a n t o c e t r t i n . o a P t r l i . s l a e P , l a l s a e s , n a e a s d s e n e a d e s c e a B c e e c a B c s r r a s e o r i s n r b o s s i n i . l b c i s t o i . y l c m i o t a y m f s o a r i f d s o m r e i o d n m r t e e o i n fi r i e t n e i f d fi i o n e r f b mo d y r a mb t t i h y a o e t n t i o . h F n 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
T T i i m m e e s s i i n n e e x x c c h h a a n n g g * e e T f h f o o e r r i F i n n o c c r l l u b u s e s i i o s o n r n a i i n n n k t t i h h n e e g F F o T T f 4 A4 0 0 m0 0 . e . r i c a ’ s T o p W e a l t h A d v i s o r s , i s b a s e d o n a n a l g o r i t h m o f q u a l i t a t i v e a n d q u a n t i t a t i v e d a t a , r a t i n g t h o u s a n d s o f w e a l t h a d v i s o r s w i t h a m i n i m u m o f s e v e n y e a r s o f e x p e r i e n c e a n d w e i g h i n g
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 f n a n n c e e t r r o ’ ’ s s r s C C i l i r i r k c c e l l e e r T e T o o v p e p n 1 1 2 u 2 0 e 0 0 0 t ” r ” e i s i n s a d a s s s , e e l a e l e s c c s t t e g g t r s r o o u u u p n p d o o f e f i r n i n m d d i a v i v n i d i a d u g u a e a l s l m s w e w h n h o t o , a c a r e o r e m s c s p r c e l r i e e a n e n n e c d e e d o r e n o c n a o a n r d u n s mu , m b i n e b d r e u r o s f o t d f r i d y f f i e e f f r x e e r p n e e t n r c t i r e c i t n r e i c t r e e i a r i a . a A n . d m A m b o n e o g s n t g t h p t e r h a f e a c f c t a i t c o c e t r o s s r t s l h e t a a h t r a n a t e d a d v d i s t v o h i s r r s o o r u a s r g e a h r a e t s e a s l e s e s s p e s h e s s d o e n i d n e c i n a l u n c d l d u e d i t n e h - e t p h i r e e r a i s r s o s a e n s t s s i e n u t t s e n d r u v n e i r d e e m w r s a m . n T a a g h n e e a m g r e e e m i n s t e , n n r o e t , v f r e e e n e v u e i e n n s u , e e t x s h c , e h t h q a e u n a g q l e u i t a y f l o i o t r f y r s o a e f n r v s k e i i c n r e v g i p c s 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 t t h h e e i i r r a a d d h h e e r r e e n n c c e e t t o o h h i i g g h h s s t t a a n n d d a a r r d d s s o o f f i n i n d d u u s s t t r r y y r r e e g g u u l a l a t o t o r r y y c c o o m m p p l i l a i a n n c c e e . . P P o o r t r f t o f o l i l o i o p p e e r f r o f o r mr m a n a n c e c e i s i s n o n t o t a a f a f c a t c o t r o . r P . l P e l a e s a e s e s e s e e e B B a r a r r o r n o s n . s c . o c mo m f o f r o mr mo r o e r e i n i f n o f r o m r ma t a i o t i n o . n . The“Barron’sWinner’’sCiirclleTop110””isisasseleleccttggrroouuppooffininddivivididuuaalslswwhhooaarerescsrcerenenededononaanunmumbebrerofofdidffieffrernetnctrcitreitreiari.aA.mAmonogngfafcatcotrosrtshtehesusruvervyetyaktaekseisntiontcoocnosnidseidraetriaotnioanreartehethoeveorvaelrlaslilzseizaendansducscuecscsesosf porfapcrtaicetsic,etsh,ethqeuaqliutayliotyf soefrvsiecrevipceropvirdoevdidteodctloiecnltise,nts, adherencetohighstandardsoffiindusttrryrregulalattorryyccoompplilaiannccee,,aannddleleaaddeersrshhipipinin“b“besetstpprarcatcitciecse”s”ofowf weaelathlthmmanaangaegmemenetn.tP.oProtfrotfloioliopepreforfromrmanacneciesinsontoatfacfatocrt.oPr.lePalesaesseeseBeaBrraornrosn.cso.cmomforfomromreorienfionrfmoramtiaotnio. n.





















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