Jennifer Palumbo Joins Brotman Financial Group

Brotman Financial Group, Inc., a financial services firm whose professionals offer wealth management, announced today that Jennifer Palumbo has joined the firm as a client relations associate.

In her new role, Jennifer serves as the office concierge and ensures that all clients are provided with the highest quality of service. She is responsible for scheduling client review meetings and year-end calls, as well as assisting the lead advisors.

“I am so excited to have joined the Brotman Financial Group team, as this is a successful, growing company with an amazing culture,” says Jennifer. “I am confident that my new role is a great fit for my skill set.”

Previously, Jennifer worked as a loan set-up representative at Prosperity Home Mortgage. She earned her Bachelor’s degree from Towson University.

“We are happy to welcome Jennifer to our staff,” says Eric Brotman, president and managing principal, Brotman Financial Group. “She has a strong financial services background in both banking and mortgage lending, and I’m confident that our clients will appreciate having her as their new first point of contact.”

Brotman Financial Group currently employs 11 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 Advisor Services, LLC, member FINRA/SIPC. Brotman Financial Group is a member of Fusion Advisor Network, a platform of NFPAS. Brotman Financial Group and NFPAS are not affiliated. For more information, please call 410-252-4555 or visit www.brotmanfinancial.com.