David Brodsky Email & Phone Number
Senior Wealth Advisor @ Focus Partners Wealth
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David Brodsky Location
- Swampscott, MA, US
David Brodsky Work
- 2024 -now Senior Wealth Advisor @
- 2000 -2024 Principal @
- 1997 -2000 Tax Specialist @
David Brodsky Education
- D'Amore-McKim School of Business at Northeastern University
MS/MBA (MS in Accounting & MBA)
1996-1998 - boston university school of law
JD
1992-1995 - James Madison University
BBA
1988-1992
David Brodsky Skills
- Estate Planning
- Auditing
- Hnw
- Personal Tax Planning
- Estate Tax Planning
- Tax Planning
- Payments
- Retirement Planning
- Sales
- Program Manager
- Portfolio Management
- 401K Retirement Savings Plans
- Estate And Gift Taxation
- Private Wealth Planning
- Wealth Management
- Training
- Holistic Financial Planning
- Tax Preparation
- Management
- Strategic Tax Planning
- Stock Option Planning
- Retirement
- Services
- Investment Management
- 401 Retirement Savings Plans
David Brodsky Summary
- David Brodsky, based in Swampscott, MA, US, is currently a Senior Wealth Advisor at Focus Partners Wealth. David Brodsky brings experience from previous roles at GW & Wade | The Colony Group and KPMG Peat Marwick. David Brodsky holds a 1996 - 1998 MS/MBA in MS in Accounting & MBA @ D'Amore-McKim School of Business at Northeastern University. With a robust skill set that includes Estate Planning, Auditing, Hnw, Personal Tax Planning, Estate Tax Planning and more. David Brodsky has 2 emails and 2 mobile phone numbers on RocketReach.
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