Bradley K. Feldman, Jd, Clu Email & Phone Number

Schechter is a boutique, third generation wealth advisory firm. For over 80 years, our multi-disciplined team consisting of one or more JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA® charterholders, CFP® practitioners, and CIMA® consultants have been quietly advising wealthy families on financial matters including: institutional quality investment advisory services, advanced life insurance planning, income and estate taxes, business succession, and charitable planning. I joined Schechter as a Wealth Advisor in 2007. I came to the firm after working as real estate and corporate litigator at Jackier Gould, PC in Bloomfield Hills and as Vice President of TRG Capital Group, LLC in Farmington Hills.I hold a JD from the University of Detroit-Mercy School of Law, a CLU from The American College, and a BA from the University of Michigan. I have played an active role in the community, currently serving as an advisory board member for Kids Kicking Cancer. I have previously served on boards and committees for a variety of non-profit organizations, including Junior Achievement of Southeast Michigan, Hillel Day School of Metropolitan Detroit, The Community House, and ORT America. I’m also a member of the State Bar of Michigan.Securities services offered through Kingswood Capital Partners, LLC (KCP) member FINRA/SIPC. Schechter Investment Advisors, LLC and KCP are not affiliated entities.

Listed skills include Estate Planning, High Net Worth Individuals, Wealth, Employee Benefits, and 14 others.