Swampscott Resident Named a 'Five Star Wealth Manager'

David Brodsky of Swampscott has been named a “Five Star Wealth Manager” by Boston magazine.

According to a press release:

GW & Wade, LLC, an independent, fee-based financial advisory firm, is pleased to announce its ranking among the elite of financial advisors in the Boston area. In the February edition of Boston Magazine, 13 GW & Wade advisors [including Brodsky] are recognized with the 2015 Five Star Wealth Manager Award.

The Five Star Wealth Manager designation is given to select wealth managers in 45 market throughout the U.S. and Canada. The purpose of the award is to differentiate those wealth managers who excel in client retention and satisfaction.

David Brodsky joined GW & Wade in 2000 specializing in tax and estate planning, financial
counseling and investment management. He is a Principal of the firm. Prior to joining GW
& Wade, David was a Tax Specialist in the Boston office of KPMG LLP.David is a graduate of Boston University Law School (JD), Northeastern University (MBA & MS) and James Madison University (BBA). He is a licensed Certified Public Accountant, admitted to practice law in Massachusetts, General Securities Representative (Series 7) and Securities Agent & Investment Advisor Representative (Series 66).

David is an active member in his community. He is a Board Member at Congregation Shirat
Hayam in Swampscott, where he lives with his wife and two children.

Photo credit: GW & Wade LLC