Linda is a private client relationship analyst at Brown Advisory. She is responsible for tracking discretionary distributions to beneficiaries, managing any LLC entities held in trusts, and tracking insurance and property tax payments for those LLC ‘s. Linda also manages ILIT’s for crummey notifications and set up of all bill pay for our clients. Prior to joining the firm, Linda worked as a paralegal focusing on estate planning for high net worth clients, estate probate and administration of trusts.

Education

  • Stevenson University, AA Paralegal Studies (2008)
  • Villa Julie College, AA Business and Legal Studies (1987)

Colleagues

Need help?

Contact Us