Patti Brennan
Patti Brennan is President and CEO of Key Financial, a financial planning and wealth management firm based in West Chester, Pennsylvania. Under her leadership, Key Financial now manages over $2 billion of assets with a retention rate of 99%. Patti and her team also produce The Patti Brennan Show, a biweekly podcast that covers timely financial topics as well as economic forecasts and market discussions. A globally acclaimed financial advisor and a leader in comprehensive wealth management, she he has been consistently recognized as a top advisor by prestigious publications such as Forbes, The Financial Times, and Barron’s. She also serves on multiple institutional and nonprofit boards, sharing her insights and contributing to broader community development.
Patti Brennan Professional Experience / Academic History
Professional Experience
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President and CEO
Academic History
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B.S., Nursing
RECOGNITIONS
Barron's Hall of Fame, 2019
Barron's Top 1200 Financial Advisors, 2014-2025
Barron's Top 100 Independent Advisors, 2020-2024
Barron's Top 100 Women Financial Advisors, 2012-2024
Forbes America's Top Wealth Advisors, 2025
Forbes Best-in-State Wealth Advisors, 2025
Forbes Top Women Advisors, 2025
Ernst & Young's Entrepreneur Of The Year - Greater Philadelphia, 2023
COMMUNITY INVOLVEMENT
Advisory Council, MIT Age Lab
Director, Royal Alliance Associates INC
Board Member, YMCA of Greater Brandywine
Board Member, Connect Thru Cancer
Investment Committee, Penn Medicine Chester County Hospital Foundation
EARLY CAREER
Previously, she served on the boards of Chester County Hospital, the Chester County Economic Development Council, and Southeastern Pennsylvania Development Council.
She is also a former Chairwoman of the National Advisory Board of Royal Alliance.
She worked in oncology and as an ICU nurse before channeling her compassion for others to work as a financial planner.
DESIGNATIONS
Certified Financial Planner, CFP®
Certified Fund Specialist, CFS