Client Service Associate
Prior to joining Jacob William Advisory in 2018, Brandy began her career at Legg Mason. There, she amassed over 20 years of experience in the financial services industry. During her time with this firm, Brandy worked in Mutual Fund Operations and later moved to Transfer Agency Oversight. She has a strong background in customer service, having interacted with broker/dealers, vendors, and clients. Brandy is always looking for ways to improve her workplace and make the client experience more enjoyable. As the Client Service Associate at Jacob William Advisory, Brandy assists clients with any account activity, coordination, and processing.
A graduate of Loyola University, she holds a Bachelor of Business Administration degree in Accounting, which she earned in 1999.
Brandy resides in Sykesville, MD with her boyfriend, Dan. She enjoys spending time with her friends and family, traveling, practicing photography and cooking.
GETTING TO KNOW BRANDY
- Favorite food: Italian
- Favorite book: Gone With the Wind
- Favorite movie: Dirty Dancing
- Favorite holiday: Christmas
- Something on your bucket list: Visit all 50 states
- Place you’d most like to visit: Paris