Congratulations Patricia
On Being Named a
2009 FIVE STAR Wealth Manager
Patricia C. Brennan
Key Financial, Inc.
1560 McDaniel DriveWest Chester, PA 19380
(610) 429-9050
pbrennan@keyfinancialinc.com
Patti has Recently been Featured in the Following:
- “Barron’s Top 100 Women Financial Advisors In the Nation” (*July 2008, 2007, 2006)
- “The Top 1000 Financial Advisors in America”* (*Barron’s, February 2009)
- “One of America’s Top 100 Independent Advisors”, (*Fortune, March 2008: Registered Rep, Nov. 2007)
Advisor is licensed/registered to do business with U.S. residents in the states of: PA
* “Candidates for The Philadelphia Business Journal and Barron’s™ Magazine were determined by The Winners™ Circle. Candidates were valued on criteria such as assets under management, revenues, experience, and record of regulatory compliance and complaints. Candidates were further vetted based on in-depth interviews and discussions with management, peers and customers, as well as professional achievements and community involvement. The Winners™ Circle does not receive compensation from participating firms or their affiliates, financial advisers or the media in exchange for rankings. In addition to the criteria used for the Barron’s™ Article and Philadelphia Business Journal, The Wealth Manager Magazine award winners were based on survey responses. These respondents were then further evaluated based on various criteria, including service to industry organizations and mentoring to others. The winners did not pay a fee to be included nor was the listing based on client input. Assets under management were used to determine rankings for Fortune. Third-party rankings from rating services or publications are no guarantee of future investment success.” Securities and Advisory Services offered through Royal Alliance Associates, Member FINRA (www.FINRA.org)/SIPC (www.SIPC.org) Advisory services offered through Key Financial, Inc. A Registered Investment Advisor not affiliated with Royal Alliance.
Key Financial, Inc. and the FIVE STAR Program are not affiliated.
Individuals pictured within the video are not Key Financial, Inc. clients. Actual client results and experiences will vary.
What does it mean to be named a FIVE STAR Wealth Manager?
FIVE STAR Wealth Managers are selected as a result of a rigorous research process. The resulting list represents no more than 7% of the wealth managers within their market area.