Rachael Bayne Joins Brotman Financial Group as an Investment Operations Associate

8/24/17

Rachael Bayne

Brotman Financial Group, Inc., a financial services firm whose professionals offer wealth management services to multi-generational families, announced Rachael Bayne has been hired as Investment Operations Associate. In this role, Rachael is responsible for the management of account maintenance and client service.

Rachael possesses nearly 10 years of experience in the investment industry. Her previous positions include working as a retirement plan service specialist for both T. Rowe Price and RCM&D.

She currently holds the Series 6 license (Investment Company and Variable Contracts Products Representative Exam), as well as the Series 63 license (Uniform Securities Agent State Law Exam). Rachael attained the Accredited Investment Fiduciary® credential through fi360 in 2015, which demonstrates understanding of the Prudent Practices and methodology. She continues to advance her professional knowledge through fi360. Rachael does not currently offer Securities or Advisory Services.

Brotman Financial Group currently employs 15 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.

Recent Deals

Interested in advertising your deals? Contact Edwin Warfield.