Patti Brennan
Patti Brennan, CFP®, CFS, is the President and CEO of Key Financial, Inc., a firm that provides comprehensive financial planning and wealth management services. With a nursing degree from Georgetown University, Patti founded Key Financial in 1985. She is known for communicating complex financial concepts in simple terms and providing comprehensive wealth management with integrated strategies that are unique to each client. She has consistently been ranked as one of America’s Top Financial Advisors by major industry publications such as Forbes magazine, Barron's magazine, and The Financial Times. Patti is highly involved in the community—a firm believer in giving back, she serves on the boards of Brandywine Valley YMCA, Cuddle My Kids, Royal Alliance Advisory, and eMoney Advisory.
Patti Brennan Professional Experience / Academic History
Professional Experience
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President, Founder, Chief Executive Officer
Academic History
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Bachelor of Science, Nursing
Awards and Recognitions
- Barron's Hall of Fame
- Barron's Top Women Wealth Advisors, 2006–2020
- Barron's Top Independent Financial Advisors, 2007–2020
- Barron's Top 1,200 Financial Advisors, 2006–2020
- Forbes America's Top 250 Wealth Advisors, 2016–2020
- Forbes Top Women Wealth Advisors, 2018–2020
- Forbes Best-in-State Wealth Advisors, 2018–2020
Community Involvement
- Board Member, Brandywine Valley YMCA
- Board Member, Cuddle My Kids
- Board Member, Royal Alliance Advisory
- Board Member, eMoney Advisory
- University of Pennsylvania Chester County Hospital
- Chester County Economic Development Council
- Southern Pennsylvania Development Council