WEST CHESTER, Pa., May 14, 2018 (GLOBE NEWSWIRE) — On Mother’s Day, Key Financial Inc. of West Chester released their first video titled “Mother to Daughter”, where President & CEO Patti Brennan sat down with her 24 year old daughter Carrie Brennan, to talk about growing up, finance, family and life.
The 25 minute segment was led by Carrie, an aspiring actress who works part time as a communications analyst at Key Financial. When asked about getting to interview her mother, Carrie responded graciously, “We just had a lot of fun. I have always marveled at my mom’s superhuman work ethic – her commitment to her clients, her employees, and her family. As I grow older, I realize now even more what an incredible feat it is to raise a family and a business at the same time…She has such a powerful story and a unique perspective on life, we really just wanted to share that with others. In the end it really felt effortless.”
As the President and CEO of Key Financial for almost 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. In 2018, she was recognized by Forbes, Barrons and the Financial Times as being amongst the top advisors in the nation. In addition, Brennan proudly serves on the Board for the YMCA of Greater Brandywine and Cuddle My Kids. She has also formerly served on the Boards of the Chester County Economic Development Council, SEEDCO and Penn Medicine Chester County Hospital.
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 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.
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, 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.
A photo accompanying this announcement is available at http://resource.globenewswire.com/Resource/Download/4303b6fe-60ac-49d5-b22a-06cd6e1e92d4