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2019 Faces of the Main Line

2019 Faces of the Main Line

Meet with the Key Financial Team

Meet with the Key Financial Team

Key Financial has been providing Wealth Management advice for over 25 years.
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Patti Brennan is ranked as one of America’s Top Financial Advisors and seen in:

Patti Brennan is ranked as one of America’s
Top Financial Advisors and seen in:

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Key Financial, Inc., is a federally registered investment advisor with the United States Securities and Exchange Commission. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. 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. Patricia Brennan and Royal Alliance Associates Inc., do not offer tax advice or tax services. Please consult your tax specialist for individual advice. We make no specific comments or recommendations on any tax related details.

Awards & Rankings: The Financial Times 400 Top 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 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.

Barron's "Top 100 Women Financial Advisors," June 8, 2015. Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barron's "Top 100 Women Financial Advisors" bases its ratings on qualitative criteria: professionals with a minimum of 7 years financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more. Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. The rating may not be representative of any one client's experience because it reflects a sample of all of the experiences of the Financial Advisor’s clients. The rating is not indicative of the Financial Advisor's future performance.

Barron's 2016 Top 1,200 Financial Advisors – Barron's state-by-state ranking of the top financial advisors in the United States. Factors included in the rankings are assets under management, revenues generated by advisors for their firms, quality of practices, and philanthropic work. Barron's examines regulatory records, internal company documents, and extensive questionnaires filled out by the advisors themselves. Investment performance isn't explicitly a criterion, because the advisors pursue a wide range of investment goals for their clients. A total of 1,200 advisors were ranked based on data provided by over 4,000 advisors across the nation. In the final list, advisors are ranked by state. The number of advisors included for each state was based on population. Royal Alliance did not pay to participate in this ranking. For more information about the Barron's Top 1,200 Financial Advisors Ranking, including the other firms listed, please follow this link.

Worth Magazine's Nations Top Wealth Advisors are selected based on advisors experience, education, certifications, fiduciary status, compliance record, wealth management services, methods of compensation, and scope of current business. Please see www.worth.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 of any client nor are they representative of any one client's evaluation.

The views expressed are not necessarily the views of Royal Alliance Associates, Inc. There are risks inherent in all investments including the potential loss of principal. Seek council of a tax professional and investment advisor prior to making any changes.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. We are not responsible for the information or content provided on these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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