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

Senior Wealth Advisor

Wellesley, MA (Wellesley Gateway North Rte. 9)
David L. Brodsky, JD, MBA, MSA, CPA

Investment Management
Tax Planning
Estate Planning
Financial Counseling


Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine (2014 – 2024)


Member, Capital Improvement Committee Town of Swampscott

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

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

  • Licensed Certified Public Accountant
  • Admitted to practice law in Massachusetts
  • 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

Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Awards presented every February 2011-2024 based on prior year’s data. Lists featured in Boston Magazine, Washington Post Magazine, and/or San Francisco Magazine. No fee or compensation was paid to Five Star Professional for inclusion in its list.