Business & Tech
Swampscott Businessman Named Five Star Wealth Manager
Boston Magazine honored David Brodsky as part of its annual awards designations.
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.
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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).
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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 Scott.Souza@Patch.com. Twitter: @Scott_Souza.)
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