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Needham

David Brodsky

CPA, CDFA®, MBA, JD

Senior Wealth Advisor

140 Kendrick St, Suite B300
Needham, MA 02494

David Brodsky

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

David Brodsky

Professional Certifications

  • CPA – Certified Public Accountant
  • CDFA® – Certified Divorce Financial Analyst
  • MBA – Master of Business Administration
  • JD – Juris Doctor

About David

For nearly 25 years, David has focused his practice on investment management, tax and estate planning, and financial counseling.

Education and Professional Milestones

  • James Madison University - BBA in Business Administration
  • Boston University School of Law - JD
  • Northeastern University - MBA and MS with a Concentration in Accounting
  • Licensed Certified Public Accountant
  • Admitted to practice law in Massachusetts
  • Investment Adviser Representative (Series 66)
  • Has worked as a tax specialist in the Boston office of KPMG LLP
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