Swampscott Businessman Named Five Star Wealth Manager

Swampscott MA

06 April, 2022

4:44 PM

Description

SWAMPSCOTT, MA — A Swampscott businessman is one of Boston Magazine's Five Star Wealth Manager Award recipients. David Brodsky was honored as a select wealth manager among 45 markets throughout the United States and Canada who excelled in client retention and satisfaction. Brodsky has worked with GW & Wade since 2000 with a focus on investment management, tax and estate planning and financial counseling. He is a former tax specialist at KPMG LLP. A graduate of Boston University Law School, he earned his Master's Degree at Northeaster University and his undergraduate degree at James Madison Universoty. Brodsky 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). Five Star award winners are announced in a special section within the Boston Magazine in May. (Scott Souza is a Patch field editor covering Beverly, Danvers, Marblehead, Peabody, Salem and Swampscott. He can be reached at [email protected]. Twitter: @Scott_Souza.)