WEST CHESTER, Pa., March 15, 2023 (GLOBE NEWSWIRE) — Key Financials’ CEO, Patti Brennan has claimed the #5 spot – up from #7 last year, in the Barron’s Top 1,200 Advisors State by State ranking. The annual Top 1,200 ranking highlights Top Advisors from all 50 states, plus the District of Columbia. This ranking is the largest, most comprehensive of all of Barron’s annual rankings. It includes a cross-section of private wealth advisors, from independent advisors like Brennan, who own and operate their own practices, to advisors from the large Wall Street firms.
The annual ranking is assembled from extensive research examining assets under management, revenue generated by advisors for their firms, and quality of the advisors’ practices. Investment performance is a case by case basis; however, evaluations include examination of regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves.
Patti Brennan has been a standout in the Barron’s rankings every year for over 17 years. She is also recognized in the prestigious list of Barron’s Hall of Fame. As one of only 175 Advisors on this national ranking list, Brennan acknowledges that it is the hard work of every single member of her team that made this achievement possible. “Our national and global economies are still in a fragile state right now and my team is working tirelessly to make sure we are creating buffers for our clients to stay ahead of the worries of a possible recession. Domestically, we have rising inflation and globally the Russian war on Ukraine is creating significant shifts in the markets, complicating rising European inflation. Whether it is listening to a client’s concerns about war or rebalancing a portfolio – I am proud of each and every team member who is sensitive to the stress clients are feeling and doing whatever it takes to be a calming presence in the storm”. Brennan states that she is also grateful to Barron’s for providing unbiased reporting to help educate advisors during this tumultuous time.
On a local level, Brennan proudly serves on the Board for the Penn Medicine Chester County Hospital, the YMCA of Greater Brandywine and Connect Thru Cancer. She has formerly served on the Boards of the Chester County Economic Development Council and SEEDCO. As the President and CEO of Key Financial for over 30 years, Brennan provides comprehensive wealth management with integrated strategies that are unique to each client. Known for her ability to see the impact of the little details on the big picture, Brennan is known for communicating complex financial concepts in simple, understandable and meaningful terms. Brennan has guided standing room only audiences with her wisdom, perspective and practical advice through some of the most challenging times in our country. Brennan and her team have also launched The Patti Brennan Show, a podcast dedicated to helping improve the listener’s net worth. It can be found on iTunes, Google Play, Stitcher and Spotify. The show is biweekly and covers timely financial topics as well as economic forecasts and market discussions.
With assets under management of close to $2 Billion, 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.
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 their adherence to high standards of industry regulatory compliance. Portfolio performance is not a factor. Please see www.barrons.com for more information.
The “Barron’s Hall of Fame” 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, 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.
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.
Contact:
Bernadette Hunter Director of Client Engagement (610)429-9050 [email protected]
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/7715f8b4-81d6-4974-8beb-8df4a58191bb
