Brian D. Wodar is a Senior Vice President and Financial Advisor with Bernstein Private Wealth Management, having joined the firm in 1997. He has provided customized advice to Bernstein’s clients across the country, including individuals, families, trusts and foundations. His areas of expertise include investment strategy, retirement planning, wealth transfer, concentrated stock and option exposure, sales of privately held businesses, philanthropic giving and pre-immigration planning. Before his current position, Brian was both National Director of Philanthropy and Director of the Wealth Strategies Group. In these roles, he trained other financial advisors in wealth planning. Brian has been published extensively in industry publications, he’s been a featured speaker at industry events and has been quoted frequently in the national media. He led Bernstein’s largest private-client research effort to date—the creation of the Wealth Forecasting System. He relocated from Bernstein’s New York office to Chicago in 2005 to lead the firm’s wealth planning efforts throughout the Midwest, Southwest and Texas. He then moved to South Florida in 2013 to do the same in the Southeast. Prior to joining Bernstein, Brian was an adjunct lecturer at NYU and other colleges and universities in and around New York City, teaching classes in writing, literature and mathematics. Brian earned a BA in English from SUNY Albany, an MA in literature from NYU and an MBA in finance from NYU. He is a member of the board of directors at the Mandel Public Library of West Palm Beach, a member of the board of directors at the Palm Beach County Planned Giving Council, the Grants Review Committee Chair for the Palm Beach Philanthropy Tank, and an active participant in the American Cancer Society’s Real Men Wear Pink campaign. Brian lives in Jupiter with his wife and two daughters. He and his family are all active in tennis and equestrian sports, raising their dogs and birds, and fostering puppies and kittens.