Robert F. Bodio, Jr., JD

Principal

Rob Bodio has been with GW & Wade since 1996. Rob brings expertise in tax, investment, and estate planning to his clients.

Prior to GW & Wade, Rob specialized in taxation, real estate transactions, estate planning and estate administration at a Worcester, MA law firm.  He currently provides tax and investment advice to pre-IPO executives, venture capital professionals, and executives from more established companies.  He was made a Principal of the firm in 2004.

 

  • Admitted to practice law in Massachusetts and the United States Tax Court
  • Member of the American and Massachusetts Bar Associations
  • General Securities Representative (Series 7)
  • Securities Agent & Investment Adviser Representative (Series 66)
  • JD, Quinnipiac College School of Law
  • BA in Political Science from Boston College
  • 9 Year Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine - 2010 - 2019