PATTI BRENNAN

KEY FINANCIAL WEST CHESTER, PENNSYLVANIA AUM: $568 MILLION

Brennan, 57, attributes her 99% retention rate to her willingness to go “above and beyond.” After a client had a heart attack, Brennan, a former intensive-care nurse, went to her client’s home and learned the details of caring for her wheelchair-bound diabetic husband, in case another emergency arose. In terms of investing, Brennan is placing assets in sectors that have lagged. That means less tech and health care and heavier weightings in sectors like energy and industrials.