Financial Planning, Wealth Management and Portfolio Management is our business. Our approach is simple: We apply financial strategies with wisdom and care customized just for you and the people you care about most – now and for the rest of your life.

For nearly four decades, Patti Brennan has revolutionized financial advice by combining deep expertise with genuine compassion. We don't just manage wealth, we drive results. Our technology organizes your complete financial picture, providing crystal-clear direction and to help simplify your financial life. Your wealth management represents the outcome of your well-built and executed financial plan—one that is constantly monitored and adjusted as you reach each milestone.

Important Disclosures: https://keyfinancialinc.com/disclosure/

Key Financial, Inc.

Bradley Everett

This department focuses on managing and enhancing relationships with key clients to ensure satisfaction and retention.

Client Relations

This department provides clients with personalized financial advice and planning services to help them achieve their financial goals.

Financial Services

This department focuses on strategic planning and consultation to optimize organizational processes and outcomes.

Planning Division

This department manages and optimizes data handling processes to ensure efficient data quality and accessibility.

Data Operations

This department focuses on driving growth strategies and managing investment opportunities for the organization.

Key Financial, Inc.

Org chart

Teams

Client Relations

Financial Services

Planning Division

Data Operations

Growth and Investment

Offices

Key Financial, Inc.

Org chart

Teams

Client Relations

Financial Services

Planning Division

Data Operations

Growth and Investment

Offices

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