Amy Steen

Amy Steen Client Relationship Manager

Amy Steen

Amy joined the Brooks Financial Group (BFG) team in 2012, bringing with her more than eight years of industry experience, including the coordination of retirement plans, new business processing, project and marketing management, and client relations.

As a Client Relationship Manager, Amy is the primary liaison between the client and the BFG Advisor. In her role, Amy is responsible for making sure her client accounts are running smoothly. This includes processing new business, establishing client review meetings, managing client requests and incoming correspondence, ongoing account management, report preparation, and regular client communication. 

Amy holds a Bachelor of Arts in Business Administration from Towson University, as well as her Series 6 Securities license which has affiliation with Founders Financial Securities, LLC.

 

Contact Amy: asteen@brooksfinancial.com  | (410) 308-9800, ext. 1232