Senior Wealth Advisor
608.416.4409 | firstname.lastname@example.org
JD joined Bronfman Rothschild in 2017. With nearly seven years of experience as a financial advisor, JD focuses on the needs of high net worth investors, family foundations and business owners. In addition to his attention to client service, JD also leads Bronfman Rothschild’s employee giving fund, a perk that allows the Bronfman Rothschild team to set aside pre-tax dollars towards their favorite charities and receive a match from the firm. In his free time, JD enjoys volunteering, hiking, kayaking, biking, golfing and traveling with his family to state and national parks in his 1977 motorhome.
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Marian University, BBA, Business Administration
- FINRA Series 7 and 66 Securities License