Brotman Financial Group Hires Two

Brotman Financial Group, Inc., a financial services firm whose professionals offer wealth management services to multi-generational families, announced today that two new professionals have joined its staff – Beth Nori and Ashley Montague.

Beth Nori joins the firm as an associate advisor, assisting the firm’s lead advisors with the development and updating of financial plans. She attends client meetings and assists with the pre-meeting preparation and the post-meeting follow-up. Beth also serves as a member of the firm’s investment committee, where she assists in the selection of asset managers and investment vendors and partners.

Ms. Nori has over four years of experience in the financial services industry, having spent three years as an Operations Specialist and one year as a Client Relationship Manager with her prior employer. She holds a Bachelor of Science degree from Salisbury University, and is currently preparing for the FINRA Series 7 (General Securities Representative) and Series 66 (Uniform Combine State Law Examination).

Ashley Montague is a new investment operations associate on Brotman Financial Group’s Investment Operations team, and is responsible for managing the reconciliation and performance reporting of client accounts, as well as client online access.

Ms. Montague graduated Cum Laude from Towson University in 2011, where she earned a Bachelor’s Degree in Business Administration. She is pursuing her MBA at Loyola University Maryland, as well as preparing for the FINRA Series 7 (General Securities Representative) and Series 66 (Uniform Combine State Law Examination) currently.

Brotman Financial Group currently employs 13 full-time staff members and services more than 300 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 offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Brotman Financial is not affiliated with Kestra IS or Kestra AS. For more information, please call 410-252-4555 or visit www.brotmanfinancial.com.