Brostrom and Berlin Wealth Management

Advisors

Ilene Brostrom, Private Wealth Advisor serving the Bethesda, MD area - Ameriprise Advisors

Ilene Brostrom

CFP®

Private Wealth Advisor

Managing Director of Brostrom and Berlin Wealth Management
Visit Ilene Brostrom's website
Dennis M Gurtz, Financial Advisor serving the Bethesda, MD area - Ameriprise Advisors

Dennis M Gurtz

CFP®, MBA, CFA®

Financial Advisor

Visit Dennis M Gurtz's website
Nathaniel David Massey Jr, Financial Advisor serving the Bethesda, MD area - Ameriprise Advisors

Nathaniel David Massey Jr

CFP®, ChFC®

Financial Advisor

Visit Nathaniel David Massey Jr's website

Team

Julie Bonvillain

Julie Bonvillain

Paraplanner

Qualifications

  • B.S. Finance, University Maryland University College
  • Series 6, 7 and 66 licensed
  • MD Life and Health Licensed
  • MD Notary Public

Roles & Responsibilities

  • Manages financial planning process for assigned clients
  • Event and marketing coordinator
  • Client Relations Specialists
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Victoria Bonvillain

Victoria Bonvillain

Intern

Roles & Responsibilities

  • Greets clients, answers telephones and schedules appointments
  • Processes incoming mail
  • Supports the financial planning team
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