Schechter Wealth Advisor Brad Feldman, JD, CLU, recently sat down with the New Radio Media podcast to discuss life before Schechter and what ultimately led him to join the firm in 2007. Feldman also highlights Schechter’s offerings and delves into the personal touch the firm has awarded to multi-generation clients spanning over 75 years.
More on Bradley K. Feldman, JD, CLU:
Brad Feldman joined Schechter Wealth as a Wealth Advisor in 2007. He came to the firm after working as real estate and corporate litigator at Jackier Gould, PC in Bloomfield Hills, Michigan, and as Vice President of TRG Capital Group, LLC in Farmington Hills, Michigan, where he began his career as a financial advisor.
Brad Feldman works with high net worth families in the areas of wealth accumulation and preservation, wealth transfer, estate planning, and charitable giving strategies. He also works with closely held businesses on their succession planning and deferred compensation programs, as well as their group health and retirement benefits. He has been a frequent author and lecturer on a variety of industry-related topics.
Brad holds 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. He plays an active role in the community, serving as a board member and on the events committee for Kids Kicking Cancer, the Advancement Committee for Hillel Day School of Metropolitan Detroit, and on the Events Committee and Planned Giving Committee of ORT America. He is also a member of the State Bar of Michigan.
Brad resides in Bloomfield Hills, Michigan with his wife, Melissa, and their children, Emily, Allison, Robert, Max, and Talia. He enjoys playing golf, running and weightlifting.