- B&D Advisors LLC
- 311 Main Street
- P.O. Box 15156
- Worcester, MA 01615-0156
- (508) 926-3660
Michael D. Brockelman CFP®
Senior Advisor
Email:
- CERTIFIED FINANCIAL PLANNER™ Professional
- General Securities Representative
- Investment Advisor Representative
- Partner of the law firm Bowditch & Dewey LLP
As a financial advisor and CFP® practitioner, Mr. Brockelman serves corporations and high net worth individuals with a variety of investment services. Mr. Brockelman designs business succession plans both within families and with arm's length transactions.
- Areas of Expertise
- Planning for high net worth individuals and business owners
- Corporate 401(k) Plans
- Rollovers
- Tax Reduction Strategies
- Charitable Giving
- Education
- B.A., Cornell University (1961)
- J. D., Boston College (1966)
- L.L.M. in Taxation, Boston University (1970)
- FINRA Series 7, 63 & 65 registrations
- Professional and Community Activities
- Fellow, American College of Trust and Estate Counsel
- Vice Chairman, Old Sturbridge Village
- Trustee, Clara Barton Diabetes Center
- Member & Former President, Estate and Business Planning Council of Worcester County
- Former Member, Executive Committee, Worcester County Bar Association
- Former President, Greater Worcester Community Foundation
From Strategy To Delivery
Professional, Responsive Service
B&D Advisors is a subsidiary of the law firm Bowditch & Dewey LLP, with offices in Worcester, Boston and Framingham. B&D Advisors offers the same high quality of service clients receive from Bowditch & Dewey LLP. Our knowledgeable team includes a CERTIFIED FINANCIAL PLANNER™ Professional, as well as individuals with advanced financial planning, and estate planning capabilities.
B&D Advisors is appropriately licensed to make investment recommendations. You do not need to be a client of Bowditch & Dewey LLP to utilize the services of B&D Advisors. Our services are ideally suited for investors with over $100,000 in assets. Our account minimum is $50,000.
Simply call us at 508-926-3660 for a complimentary consultation. We will be pleased to meet with you and answer your questions. There is no charge for this initial meeting.