Bradley D. Brodar
Since launching my career in 2006, I have been motivated by the belief that I play a critical role in enhancing and enriching the lives of clients. Operating on multiple cylinders and incorporating a range of disciplines, I am well aware that my performance can help determine theirs.
Who do I serve? An impressive group of self-made women and men residing in more than 20 states. These high-net-worth and ultra-high net-worth clients include business owners, entrepreneurs, financial executives, family offices, generations of extended families, and foundations. For each client, I strive to deliver a highly personal, customized and valued experience based on familiarity and trust.
While my clients have succeeded in building enterprises and accumulating wealth, most come to me after reaching a point where they need professional and proactive guidance in helping with myriad opportunities and challenges – from risk-managed investing and thoughtful retirement planning, to multi-pronged strategies that can simultaneously address significant liquidity events, intergenerational wealth planning, and liability management.
Additionally, because their business and personal lives typically intersect financially, I assist with both. In fact, I regularly provide hands-on assistance to business owners for plan design and implementation of 401k and defined benefit plans.
When asked, I characterize my offering as a rich repository of knowledge and best practices. Each day, I build and oversee integrated strategies as sophisticated as the clients I serve. Privacy is a pillar of my offering. Still, when it can prove beneficial, I share what others in a client’s peer group are doing. This not only leads to proven ideas for meeting an array of challenges, but ongoing education that encourages multiple generations to learn and prosper.
Over the past 18 years, I’ve developed the rich experience and demonstrated ability to manage high concentrations of wealth for clients – many who’ve been referred to me. I am fully invested in supporting these clients, as a dedicated steward of their wealth and wishes.
Throughout my career, I've built enduring relationships with successful business owners, CEOs, managing directors and other senior-level executives at media companies, Bank of America and other financial firms, senior partners at law firms, physicians, artists, entertainers, owners of sports teams, family offices, art galleries, foundations and endowments.
To address each client's needs and nuances, I deliver a sophisticated suite of financial strategies commensurate with the opportunities and challenges they face. On a regular basis, I reach for the expertise and specialized skills of my colleagues at Bank of America Private Bank – blending the wisdom of our experiences into defined strategies that are customized for each client. Working as a team, we are fully capable of serving clients as their situations and aspirations evolve – regardless of their complexity.
With many founders and business owners looking to sell their enterprises in the short- or long-term, I have developed a strong competency in serving them "up to and through" key liquidity events. Given the dynamics of their entrepreneurial lifestyle, my approach is highly proactive. Rather than wait for clients to encounter situations that can be foreseen, I stand behind them by getting out in front of important decisions. This allows me to present thoughtful recommendations with sufficient time for clients to decide how to proceed.
For many corporate executives, I help them access cash – especially important when cash flow is uneven (due to compensation structures that may include lump sum payments, profit sharing and/or restricted stock).
I also coordinate with clients' CPAs and attorneys to deliver a synergistic approach to wealth management. In addition to calling upon our firm's trust professionals for their knowledge, I provide clients with access to Bank of America, N.A. for residential lending (including custom and construction loans), refinancing, securities-based and commercial lending, as well as yacht and jet leasing services.
It's personally gratifying to help optimize clients' wealth and wellbeing – as it moves across stages of their careers and generations. Working with their children is an opportunity for me to educate and explain the responsibilities of inheriting and managing wealth. I am here to position clients for desired outcomes – the kind that bring financial and emotional fulfillment.
*NMLS ID 579713
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.
