Local Voices
Brotman Financial Group Promotes Yanni Niebuhr to Associate Advisor
Brotman Financial Group, Inc., a financial services firm whose professionals offer multi-generational wealth management, announced today that Yanni Niebuhr has been promoted to associate advisor.
In this new role, Niebuhr will provide technical support for the firm’s lead advisors on all client work, including handling phone calls, preparing for and attending meetings, and completing the necessary follow-up. He most recently worked in the firm’s investment operations department. Niebuhr joined Brotman Financial Group in 2011 as an intern and then a full time employee.
“Yanni has become an integral part in assisting our firm’s advisors with the financial planning process,” said Eric Brotman, President and Managing Principal, Brotman Financial Group. “His ability to work with lots of different kinds of people and his growing knowledge base make him a future leader in our industry and we’re glad he’s a part of the BFG team.”
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Niebuhr is a graduate of Towson University, where he earned a bachelor’s of science degree in finance. He holds his FINRA Series 7 (General Securities Representative) license and is currently pursuing additional education and licensure. He recently began his Certified Financial PlannerTM (CFP) coursework and will be sitting for the CFP® Certification exam in March 2015.
About Brotman Financial Group, Inc.
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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.
Securities and Investment Advisory Services offered through NFP Securities, Inc. (NFPSI) Member FINRA/SIPC. Brotman Financial Group is a member of Fusion Advisor Network, an affiliate of NFPSI. NFPSI is not affiliated with Brotman Financial Group. NFP Advisor Services is a business segment of National Financial Partners Corp. (NFP) that includes NFP subsidiaries NFP Securities, Inc., and NFP Indesuite, Inc.