Brotman Financial Group, Inc., a financial services firm whose professionals offer wealth management, announced today that Kelsey Bennett and Akram Ibrahim have joined the firm as members of the client relations team.
In her new role, Kelsey Bennett will oversee insurance operations as well as assist in investment operations and marketing. She is a recent graduate of Mount St. Mary’s University, where she earned a bachelor’s degree in business.
“Kelsey brings a diverse skill set to the table that we’re very excited about,” said Eric Brotman, president and managing principal, Brotman Financial Group. “She’s eager to learn, willing to wear multiple hats, and she also has a background in marketing which will be a huge asset to our client relations team.”
Previously an intern for Brotman Financial Group, Akram Ibrahim will now work in a full-time capacity in the investment operations department and assist with client account reconciliation and reporting. He is a 2013 graduate of Stevenson University and holds a bachelor’s degree in Business Administration.
“Akram was a fantastic intern for us during his senior year at Stevenson and makes a great addition to the team,” said Brotman. “With his enthusiasm and his established knowledge of how our firm works, we are confident he will step in and immediately make a positive contribution for our clients.”
Now in its 10th year of operation, Brotman Financial Group currently employs eight full-time staff members and services about 165 clients nationwide.
About Brotman Financial Group, Inc.
Founded in 2003 and based in Timonium, Md., Brotman
Financial Group, Inc. is an independent financial services firm whose team of
Certified Financial PlannerTM Professionals provides individuals, small businesses
and families with investment, retirement, estate, insurance and business
planning. Securities and Investment Advisory Services are offered through NFP
Securities, Inc. (NFPSI), member FINRA/SIPC. Brotman Financial Group is a
member of Fusion Advisor Network, an affiliate of NFPSI. Brotman Financial
Group and NFPSI are not affiliated. For more information, please call 410-252-4555 or visit www.brotmanfinancial.com.