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Brian D. Wodar

Financial Advisor
Brian D. Wodar is a Senior Vice President and Financial Advisor in Bernstein’s West Palm Beach office. He provides customized advice to individuals, families, trusts and foundations in nearly every aspect of their financial lives. Wodar joined the firm in 1997, and led Bernstein’s largest private-client research effort to date—the creation of the Wealth Forecasting System. As Director of the Wealth Planning and Analysis Group, Wodar has advised clients across the firm in the areas of investment strategy, retirement planning, wealth transfer, concentrated stock and option exposure, sales of privately held businesses, philanthropic giving and pre-immigration planning. He has also published extensively on each of these topics. In 2008, he became the National Director of Philanthropy, which has provided him the opportunity to focus his efforts on financial advice for not-for-profit organizations and their donors. Wodar has a BA in English from SUNY Albany, an MA in literature from NYU and an MBA in finance from NYU. He moved from Bernstein’s New York office to Chicago in 2005 and then to West Palm Beach, Florida, in 2013.