In times of uncertainty, the desire for financial security is universal. In this wide-ranging conversation, we talk with Patti Brennan, founder and CEO of Key Financial, a wealth management firm based in West Chester, Pennsylvania. Patti shares practical ideas for navigating turbulent markets. We explore her unique career path from ICU nurse to nationally recognized financial advisor. We dig into her people-first leadership style, and the values that shape her firm – now managing $2.5 billion in assets. We also dive into her new book, Am I Going to Be Okay?, published by Forbes.
OUR PARTNER
Southern Chester County Chamber of Commerce
LINKS
Key Financial
Chester County Economic Development Council (CCEDC)
Additional Links
Transcript
The transcript will be posted on our website as soon as it is available.
