Key Financial, Inc. Employee Directory

Q: What is Key Financial, Inc. known for?

Key Financial, Inc. was founded in 1991. Key Financial, Inc. operates in the Financial Services industry.

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

Key Financial, Inc. has approximately 32 employees.

Financial ServicesUnited States11-50 Employees

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/

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

Key Financial, Inc. Global Highlights

North America
52

United States Of America
52

Key Financial, Inc.'s Leadership

P. B.
Chief Executive Officer
Mobile Phone
Email
B. E.
Chief Investment Officer
Mobile Phone
Email
E. F.
Chief Planning Officer
Mobile Phone
Email
J. E. R.
President
Mobile Phone
Email
K. M.
Director It
Mobile Phone
Email
T. J. B.
Wealth Manager
Mobile Phone
Email
J. K.
Branch Manager
Mobile Phone
Email
D. C. H.
Office Manager
Mobile Phone
Email

Contact profiles from Key Financial, Inc.

Name

Title

Contact Info

Location

Last Update

P. B.
Chief Executive Officer
Mobile Phone
Email
United StatesMississippi
Dec 05, 2025
J. E. R.
President
Mobile Phone
Email
United StatesTennessee
Oct 22, 2025
B. E.
Chief Investment Officer
Mobile Phone
Email
United StatesMississippi
Dec 05, 2025
E. F.
Chief Planning Officer
Mobile Phone
Email
United StatesPennsylvania
Oct 22, 2024
K. M.
Director It
Mobile Phone
Email
United StatesPennsylvania
Dec 05, 2025
T. J. B.
Wealth Manager
Mobile Phone
Email
United StatesPennsylvania
Dec 05, 2025
J. K.
Branch Manager
Mobile Phone
Email
Oct 17, 2024
D. C. H.
Office Manager
Mobile Phone
Email
United StatesPennsylvania
Dec 05, 2025
P. H.
Consultant
Mobile Phone
Email
United StatesPennsylvania
Dec 05, 2025
S. P.
Portfolio Consultant
Mobile Phone
Email
United States
May 01, 2025

Frequently Asked Questions

What is Key Financial, Inc. known for?

Key Financial, Inc. was founded in 1991 operates in the Financial Services industry. The company's main headquarters is located in 1045 Andrew Drive, Suite A West Chester, Pennsylvania 19380, US; 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 32 employees as of December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, Key Financial, Inc.'s key employees include:

Chief Executive Officer: P. B.
Chief Investment Officer: B. E.
Chief Planning Officer: E. F.
President: J. E. R.
Director It: K. M.

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