What departments does Key Financial, Inc. have?

Key Financial, Inc. has employees across 2 departments including Consultant, Finance.

What is the largest department at Key Financial, Inc.?

The largest department at Key Financial, Inc. is Consultant with 1 employees.

Where are Key Financial, Inc. employees located globally?

Key Financial, Inc. has employees across 1 continents and 1 countries including United States Of America.

How has Key Financial, Inc.'s team size changed over time?

Key Financial, Inc.'s team has decreased from approximately 31 to 27 employees based on available data.

Learn more at LeadIQ.com

Key Financial, Inc. Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Key Financial, Inc. is a financial services firm based in West Chester, Pennsylvania. It delivers financial planning, wealth management, and portfolio management services, tailoring strategies for clients and the people they care about most. The firm emphasizes building a practical, action-oriented plan that is continuously monitored and adjusted as clients reach milestones.

For nearly four decades, Patti Brennan has guided the firm, combining extensive expertise with a compassionate, client-focused approach. Technology is used to assemble a complete view of a client's finances, providing clear direction and helping to simplify money management. In the financial services landscape, Key Financial positions itself as a provider of integrated planning and ongoing wealth management for individuals, operating as a relatively small, local practice.

Key Financial, Inc. Global Highlights

North America
56

United States Of America
56

Key Financial, Inc.'s Leadership

J. K.
Branch Manager
Mobile Phone
Email
D. K.
Planning Consultant
Mobile Phone
Email
T. B.
Certified Financial Planner
Mobile Phone
Email

Key Financial, Inc. Employee Metrics

100%

50%

2026

2025

Banking
Business
Consultant
Community & Social Services
Engineering
Other

Contact profiles from Key Financial, Inc.

Name

Title

Contact Info

Location

Last Update

J. K.
Branch Manager
Mobile Phone
Email
Oct 17, 2024
D. K.
Planning Consultant
Mobile Phone
Email
Jun 08, 2026
T. B.
Certified Financial Planner
Mobile Phone
Email
Jul 19, 2022

Frequently Asked Questions

What is Key Financial, Inc. known for?

Key Financial, Inc. was founded in 1991 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-615-646-****

. Explore Key Financial, Inc.'s company overview page for more information.

What is Key Financial, Inc.'s most common email format?

Key Financial, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Key Financial, Inc. email formats with LeadIQ.

How many employees does Key Financial, Inc. have currently?

Key Financial, Inc. has approximately 33 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Key Financial, Inc.'s key employees and leadership?

As of July 2026, Key Financial, Inc.'s key employees include:

Branch Manager: J. K.
Planning Consultant: D. K.
Certified Financial Planner: T. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

Key Financial, Inc. Employee Directory

Find Key Financial, Inc. employees' phone numbers or email addresses

Name search is limited — try advanced search instead