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Key Financial’s Patti Brennan Ranks #2 in State by Forbes
Key Financial, Inc.February 17, 2021 GMT
WEST CHESTER, Pa., Feb. 17, 2021 (GLOBE NEWSWIRE) Key Financial President and CEO, Patti Brennan, has just been named by Forbes as #2 Best-In-State Wealth Advisors for 2021. This is a move up the list from last year’s #3 spot. Forbes partnered with Shook Research in reviewing than 32,000 nominations nationally to determine this list of the nation’s top financial minds. Nominees are judged based on an algorithm of both qualitative and quantitative data. Advisors must have a minimum of seven years’ experience to qualify and are also weighed on additional considerations such as revenue trends, compliance records and assets under management. R.J. Shook, the President of Shook Research explains, “Here’s what our research has found: the very best advisors are laser focused on having
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Paramus Location Marks 7th New Jersey Location, First for Franchise Owners
Social Distancing Protocols Will Be in Effect
Duck Donuts, known for serving Warm, Delicious and Made To Order!® donuts, announced today the grand opening of its first franchise location in Bergen County, and its seventh shop in New Jersey, is set for Saturday, March 13, at 8 a.m. Owned by New Jersey natives, Sanjay Patel and Kaushal Patel, the store is located at 556 Route 17 North in the Sprout Brook Center.
To celebrate the grand opening, the first guest in line on March 13, will receive a special gift basket, and the 100th customer will receive a dozen free donuts each month for a year!
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PHOENIX, Feb. 8, 2021 /PRNewswire/ Advisor Group, the nation s largest network of independent wealth management firms, today announced the appointment of Desireé Sii as President and CEO of SagePoint Financial, Inc. ( SagePoint ), effective immediately. Ms. Sii will be based in Phoenix and report to Advisor Group s President, Advice and Wealth Management, Greg Cornick. SagePoint s former CEO, Jeff Auld, recently announced his retirement.
As SagePoint enters its fifty-first year of operations, Ms. Sii s leadership strategy will be to build on the firm s impressive recruiting momentum while continuing to support the organic growth of its more than 1,300 affiliated financial professionals by leveraging Advisor Group s innovative suite of business services, including practice management coaching and consulting, succession and acquisition resources, marketing support and cutting-edge technology.