Key Financial President and CEO, Patti Brennan has just been named by Barron’s as a Hall of Fame Advisor. This prestigious recognition has been given to only 145 Financial Advisors in America. To qualify, each member of the Hall of Fame has had to been named in 10 or more of Barron’s annual Top 100 Advisor rankings. This list is comprised of both male and female advisors in all business models – from the major wirehouses to private wealth management to independent advisors. The goal of the Barron’s Hall of Fame is to recognize those unique advisors who consistently demonstrate excellence in their practice for the people they serve.
Barron’s has been ranking financial advisors since 2004 with its first list ranking the nation’s Top 100 Advisors. In 2006, the Top 100 Women Advisors was introduced, followed by the Top 100 Independent Advisors rankings in 2007. These rankings produce the Hall of Fame list.
Brennan has been a standout in the Barron’s rankings for the past 15 years. No easy feat, considering that over 600,000 people are licensed through FINRA. Nearly half of those identify themselves as Financial Advisors with less than 20% of those advisors being women.
Brennan just returned from the Barron’s UK Summit, where she was the only American Advisor asked to speak about best practices in her firm and throughout the industry. “The credit for this achievement really goes to my team – one of the deepest benches in the field of wealth management. I’m also so grateful to the many clients who have helped me shape what I believe is the gold standard for how objective financial advice should be given today.”