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Brennan, Patricia

CEO

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Key Financial, Inc.

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Luminaries 2025 Winner

RIAs: Less Than $10 Billion AUM/AUA

Luminaries 2025 Impact Statement

From ICU nurse to nationally-ranked financial advisor and Amazon best-selling author, Patti Brennan's career path has been anything but conventional. Over 30 years ago, she created a unique financial advisory model that integrates wisdom and compassion with deep thinking and proactive service. As a CFP and CFS, Brennan translates complex financial concepts into simple, meaningful terms. At Key Financial, she and her team use cutting-edge technology to organize and simplify clients' financial lives, helping the firm grow to manage more than $2.4 billion as of Dec. 31, 2024. Her good judgment has been in high demand, and she has served boards throughout the community, including the local YMCA, Connect Thru Cancer and Penn Medicine Chester County Hospital.