Patti Brennan sits down with her daughter Carrie to reflect back on the challenges of simultaneously raising a family while growing a business. Right in time for Mother’s Day, it is an honest and beautiful conversation between a mother and her daughter.
“Mother to Daughter” Interview with Patti Brennan
Spring has SPRUNG and tax season is (almost) DONE!
On April 20th, Key Financial will be holding a “Document Shred Event” from 10:00am to 5:00pm. The event will be held at the West Chester Office, located at 1045 Andrew Drive, Suite A. Clients of Key Financial, as well as members of the general public are encouraged to bring any old tax information or documents that they would like to shred in a safe and secure manner. “Now that tax season is coming to an end, we have had many requests from clients asking if they could stop by and shred their old confidential documents”, explained Bernadette Hunter, Director of Communications at Key Financial. “They know we utilize a secure system of document shredding, and in light of all the identity theft issues happening on a national level, we are happy to give them this opportunity.”
Local CPA Bruce Boylston of Rothman Boylston, LLC, has high praise for events like these. “With all of our attention focused on cyber security we tend to overlook our paper. A study not too long ago showed that one in five data breaches involved paper documents. Most tax documents still reflect your social security number along with other information. Best practices is to always shred your paper documents.”
Employees of Key Financial will happily accept all paper documents without any metal bindings. No CDs or flash drives can be accepted.
Patti Brennan Conducts “Communicating with Clients” Session at eMoney Summit
Key Financial has been recognized as one of the Best Financial Planning Firms in the nation. Patti was asked to conduct a breakout session at the eMoney Summit where she outlined “Best Practices” in communicating with clients. She believes it is important for clients to know she and her team are working behind the scenes at all times for her clients, but never to assume that they know that. “You have to show them by reaching out”, Patti explains. Investment News interviewed Patti as she emphasizes the importance of being available to clients in a way that they like to be communicated with – whether it is through snail mail, email, social media or video; with timely “game day” communications during crisis.
Memory Switch Client Event with Matthew Goerke
The next meeting in our popular series of corporate events will be held on October 9th at the Desmond Hotel, featuring Memory Expert Matthew Goerke. Matthew is nationally regarded as an expert in the field of memory development, and has worked with such well known speakers as Zig Ziglar, Tony Robbins and Ed Forman. He offers practical techniques that will help boost your memory of important information from meetings, to-do lists and written material. No matter your age or where you are in your professional career, we are confident that you will walk away with several ideas on how a more powerful memory will help you be more effective and reduce stress.
Please RSVP by September 29th by calling our offices at (610) 429-9050 or emailing Bernadette@keyfinancialinc.com or Carrie@keyfinancialinc.com. As always, we welcome any guest you would like to bring that you feel may benefit from this information. Light refreshments will be served. We look forward to seeing you!
Barron’s Magazine Ranks Patti Brennan Top 100 Women Advisors 2017
Key Financial, Inc., a financial planning and wealth management firm located in West Chester, PA is pleased to announce that once again, it’s President and CEO, Patricia Brennan was named to Barron’s Top 100 Women Advisors ranking. “We are so proud of Patti; the fact that she has consistently been named to this national list over the past 11 years shows her tireless commitment to excellence within the industry. This is the second year in a row that Patti is in the top 50 female advisors in the nation”, explained Bernadette Hunter, Director of Communications at Key Financial, Inc. The Wall Street Journal will be publishing the Barron’s list nationally on Tuesday June 6, 2017.
Key Financial, Inc. has been serving families in the Chester County area, as well as nationally, for over 30 years. During that time, Patti has also been ranked consistently by Barron’s as one of the Top 1,200 Advisors in the Nation, and also by the Financial Times and Forbes as a Top 100 Wealth Manager in the Nation for 2016.
Locally, Brennan proudly sits on the Board for the YMCA of Greater Brandywine, the National Advisory Board for Royal Alliance and is a former Board Member of Penn Medicine Chester County Hospital.
With total client assets nearing $800 million, 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.
CEO For The Day
Recently, our team at Key Financial hosted our first ever “CEO for the Day”, where a local 12 year old was given the opportunity to shadow our President & CEO, Patti Brennan. The idea first came to Brennan after meeting Wyatt through a special program hosted by the West Chester YMCA called Believe and Achieve. As word spread about CEO for the Day, Investment News took the opportunity to feature our story on the first episode of the series “The Secret Life of a Financial Advisor”.
Chief Planning Officer Eric Fuhrman Achieves Certificate in Investment Performance Measurement™
A huge congratulations to our Chief Planning Officer Eric Fuhrman on his new designation! With a young son at home and one on the way, Eric worked over the past year to achieve the Certificate in Investment Performance Measurement™ (CIPM®) designation awarded by the CFA Institute.
The CIPM exam covers ethical performance and risk based evaluation approaches to return measurement, attribution, appraisal, and investment manager selection. The curriculum is based on an advanced body of knowledge that is continuously reviewed and updated by more than 1,000 active investment practitioners around the world to ensure that it reflects the most relevant trends and the core competencies most needed by toda’s top investment employers. After a year of studying, Eric is excited to integrate this knowledge into our service platform. We are so glad to have Eric on our team, and admire his drive to never stop learning!
CIPM is a registered trademark owned by CFA Institute.
Forbes Announces Patti Brennan as One of America’s Top 100 Wealth Advisors
Patricia C. Brennan, CFP®, CFS and President and CEO of Key Financial, Inc. has been named one of America’s Top Wealth Advisors by Forbes magazine. The nationwide survey was conducted from a field of 300,000 Advisors that were whittled down to 11,000 nominations.
“I am honored to be named by Forbes as one of the Top 100 Wealth Advisors, among only 5 women in the United States”, said Brennan. This is the first time Forbes has created this National review of Advisors and it was two years in the making. Brennan has also been recognized by Barron’s for the past ten years as one of the Top 100 Women Financial Advisors in America and also one of the Top 1200 Financial Advisors in America. Once again, Financial Times ranked Brennan as a Top 400 Advisor as well.
On a local level, Brennan proudly serves on the Board for the YMCA of Greater Brandywine and Cuddle My Kids. She has formerly served on the Boards of the Chester County Economic Development Council, SEEDCO and Penn Medicine Chester County Hospital. As the President and CEO of Key Financial for more than 28 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 is quick to credit her “deep bench” in providing client satisfaction that exceeds expectation. “I have a brilliant and dedicated team, and recognize that financial planning needs change in various seasons of life. As the family’s trusted advisor, we serve those who want to improve their net worth.”
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 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 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 Times in exchange for inclusion in the FT 400.
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 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.
Hoodlums to Hackers: How Criminals Get Your Information and What You Can Do To Stop Them
Sound interesting? Then save the date!
The next meeting in our very popular series of corporate events will be an informative presentation on Wednesday, September 28th at the Desmond Hotel featuring former FBI Agent and nationally renowned cyber security expert, Jeff Lanza. Jeff will present on the very timely issue of identity theft prevention, cyber security and fraud. Click here for a sneak peek of Jeff’s presentation! Registration opens at 6:30 pm and the presentation begins at 7:00 pm.
Seating is limited, so please call to reserve your seat at (610) 429-9050 or email Bernadette@keyfinancialinc.com. We are looking forward to seeing you all!