Bradley D. Brodar
Since launching my career in 2006, I have been driven by the belief that my role extends far beyond managing assets. I have the privilege and responsibility of helping clients make informed financial decisions that can enhance and enrich their lives, their families, and future generations. Wealth management is a profession built on trust, and I recognize that my performance and guidance can have a meaningful impact on the outcomes my clients achieve.
Today, I serve an accomplished group of high-net-worth and ultra-high-net-worth individuals and families across more than 20 states. My clients include business owners, entrepreneurs, corporate executives, family offices, multigenerational families, and charitable foundations. Many are self-made individuals who have dedicated their lives to building successful businesses, careers, and legacies. In return, I strive to provide a deeply personalized experience rooted in trust, accessibility, and an unwavering commitment to their best interests.
While every client's circumstances are unique, many come to me after reaching a point where financial complexity requires a more coordinated and proactive approach. Whether navigating significant liquidity events, planning for retirement, managing concentrated stock positions, addressing lending and liability needs, or implementing intergenerational wealth transfer strategies, my objective is to simplify complexity and provide thoughtful guidance tailored to each client's goals and values.
Because financial decisions rarely occur in isolation, I take a comprehensive approach that considers both personal and business objectives. I regularly assist business owners with the design and implementation of retirement plans, including 401(k) and defined benefit plans, helping them create meaningful benefits for themselves and their employees while aligning with broader planning goals.
I often describe my practice as a repository of knowledge, experience, and best practices developed through more than 20 years of serving sophisticated clients. One of the greatest values I can provide is perspective. While client confidentiality remains paramount, sharing insights into strategies and ideas that have proven effective for similarly situated individuals can provide valuable context and help clients make more informed decisions. I believe education is a cornerstone of good planning and regularly work with multiple generations within families to foster financial literacy and responsible stewardship of wealth.
Over more than 20 years, I have developed significant experience working with concentrated wealth, complex family relationships, and multifaceted financial situations. Many of my clients have been introduced through referrals, relationships built on trust, results, and long-term commitment. I view myself not simply as an advisor, but as a dedicated steward of my clients' wealth, aspirations, and legacies.
My mission remains simple: to provide trusted advice with integrity, empathy, and excellence while helping clients pursue their goals with confidence. It is a privilege to serve as a partner in their financial lives, and I remain committed to delivering the highest level of care and guidance for every client and family I represent.
Throughout my career, I have built enduring relationships with successful business owners, CEOs, managing directors, senior corporate executives, attorneys, physicians, artists, entertainers, family offices, charitable foundations, and other accomplished individuals and families. Many of these relationships span multiple generations and are founded on trust, accessibility, and a shared commitment to achieving long-term objectives.
To address each client's unique circumstances, I deliver a sophisticated suite of wealth management strategies tailored to the opportunities and challenges they face. As part of Merrill and Bank of America, I regularly collaborate with specialists across the Private Bank and broader organization, combining our collective expertise to develop customized solutions designed to address complex investment, lending, estate planning, and wealth management needs. This team-based approach allows us to provide comprehensive guidance as clients' circumstances and aspirations evolve, regardless of complexity.
Many of the business owners and entrepreneurs I serve are navigating significant liquidity events, including the sale of a business, succession planning, or multigenerational wealth transfer. Over more than 20 years, I have developed substantial experience helping clients prepare for and navigate these pivotal transitions. My approach is highly proactive. Rather than waiting for challenges or opportunities to arise, I work closely with clients to identify potential issues in advance and develop thoughtful strategies that provide flexibility and support well-informed decision-making.
Collaboration is central to my practice. I frequently coordinate with clients' attorneys, accountants, trustees, and other professional advisors to ensure alignment across all aspects of their financial lives. In addition, clients have access to the extensive resources available through Bank of America and Merrill, including trust and estate services, customized lending solutions, residential and construction financing, securities-based lending, commercial banking services, and specialized banking capabilities.
One of the most rewarding aspects of my work is helping clients and their families navigate financial decisions across multiple generations. Whether educating younger family members about the responsibilities that accompany wealth, preparing heirs for future stewardship, or supporting families through major life transitions, I strive to provide guidance that extends beyond financial outcomes. My goal is to help clients create lasting opportunities, preserve what they have worked so hard to build, and achieve both financial security and personal fulfillment for generations to come.
Ultimately, I view my role as more than that of an advisor. I serve as a trusted resource, advocate, and steward for the families I represent, helping them navigate complexity with confidence while remaining focused on what matters most to them.
*NMLS ID 579713
AAMS™, CIMA®, CPFA®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
