Brotman Financial Group Promotes Michelle Roberts to Chief Operating Officer

Brotman Financial Group, Inc., a financial services firm whose professionals offer multi-generational wealth management, announced today that Michelle Roberts has been promoted to chief operating officer.

In this new role, Roberts joins Eric Brotman, President and Managing Principal, and Brent Weiss, Principal, on Brotman Financial Group’s executive management team and will oversee all of the company’s day-to-day operations. She is an original member of the Brotman Financial Group team, having joined the firm at its inception in 2003. Before her promotion, she most recently served in the role of Operations Manager and Director of Insurance Operations.

Brotman Financial Group, whose professionals specialize in offering financial planning and investment advice to clients located throughout the country, has experienced significant growth in recent months, having nearly doubled its full-time staff since 2012. In 2013, the firm moved into a new headquarters in Timonium that is more than twice the size of its former space. According to the Fusion Advisory Network, a membership organization of 200 top independent financial advisory practices across the country, Eric Brotman was the #1 advisor out of 260 in terms of revenue in 2013.  Additionally, the Brotman Financial Group team of advisors ranked 12th among 1,200 advisors nationwide by NFP Advisor Services.

“Michelle has been an invaluable member of our team since the very beginning, and her dedication to our firm and her willingness to expand into new roles has been a major factor in our recent growth and success,” said Eric Brotman, President and Managing Principal, Brotman Financial Group. “I join our entire staff and our clients in congratulating her as she officially joins our executive team.”

Roberts earned a Bachelor of Arts degree from Towson University and holds a Maryland life and health insurance license. She is pursuing additional education in operations and the financial planning industry.

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.