David L. Brodsky, JD, MBA, MSA, CPA

Principal

David Brodsky joined GW & Wade in 2000 specializing in tax and estate planning, financial counseling and investment management.

Prior to joining GW & Wade, David was a Tax Specialist in the Boston office of KPMG LLP.

  • Licensed Certified Public Accountant
  • Admitted to practice law in Massachusetts
  • General Securities Representative (Series 7)
  • Securities Agent & Investment Adviser Representative (Series 66)
  • JD, Boston University School of Law
  • MBA and MS with a concentration in Accounting from Northeastern University
  • BBA in Business Administration from James Madison University
  • Board Member, Congregation Shirat Hayam in Swampscott
  • 5 year Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine - 2014 - 2018