Brett Holmes

Operations Associate

Phone: 410-560-9960
Fax: 410-560-7992
E-mail: bholmes@bmcplanning.com

Brett interned for Morgan Stanley Smith Barney starting in 2009 where he worked with the Financial Advisors, the Operations Department and Management. During his time there he managed client relations and conducted research for experienced financial advisors.  In addition to performing quarterly Profit & Loss Analysis of six local offices, Brett also assisted management in the training of new financial advisors and recruiting established advisors from other firms. Brett received an opportunity to work for Berman McAleer, Inc. through Towson University and started as an intern in September 2010. After earning his B.S in Business Administration from Towson University, he accepted a permanent position with BMC’s Operations Department in January 2012.

Brett lives in Lutherville, MD. He enjoys playing ice hockey, spending time with family and watching horror movies. He is a proud fan of the Baltimore Ravens and the Washington Capitals.