Bruce Munster is a principal of the Munster Freeman Group, a M&A-focused advisory practice within Merrill Private Wealth Management. Bruce is located in Bellevue, WA and, in partnership with Munster Freeman Group located in Century City, CA, is entrusted with more than $2.26 billion for 42 families, as of December 31, 2019.
Clients include inventors, entrepreneurs, professional entertainers, professional investors, and heads of investment banks and private equity firms. Bruce and his team advise clients on their personal wealth management concerns related to M&A transactions in a variety of industries, including aerospace & defense, technology, specialty finance, consumer products, business services and real estate.
Bruce has garnered a number of national honors as a Financial Advisor. Forbes named Bruce as one of "America’s Top Wealth Advisors" 2016 to 2019. Bruce was also ranked #2 in the state of Washington for 2020 by Forbes’ Top State-by-State Advisors. The Financial Times distinguished Bruce as one of the Top 400 Financial Advisors in 2017 through 2020. Barron’s recognized Bruce as one of the Top 1200 Financial Advisors, State-by-State in 2017 through 2020.
Bruce earned his B.S. in Business Management and Marketing from Cornell University, while he participated on the varsity wrestling team, worked part-time and raised a young family. His experiences as a young dad have greatly helped him both in life and business. He lives in Bellevue, WA with his high school sweetheart, Therese and their three children: Samuel, Bruce Jr., and Haifa.
Bruce serves on the board of the Bellevue Chamber of Commerce and is a member of the Association for Corporate Growth (ACG). He and his family support several charitable organizations including Boys and Girls Club of Bellevue, The Life You Can Save Foundation, St Thomas School and Cornell University Wrestling.
*Source: Forbes "America's Top Wealth Advisors" list, (September, 2019). For more information about the selection criteria, go to http://details-he.re/7mnoMA . Forbes is a trademark of Forbes Media LLC. All rights reserved.
*Source: The Forbes "Best-in-State Wealth Advisors" list, January 16, 2020. For more information about the selection criteria, go to http://details-he.re/cQUujC . Forbes is a trademark of Forbes Media LLC. All rights reserved.
*Source: The Barron's "Top 1,200 Financial Advisors" list, March 13, 2020. For more information about the selection criteria, go to http://details-he.re/kpyVu9 . Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.
*On Wall Street is a national publication serving the retail brokers and financial services industry. In the January, 2015 issue, On Wall Street published "The Top 40 Advisors Under 40" list, compiled using data solicited from the advisors' employers. Individual trailing 12-month production for each advisor was the primary ranking criteria. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
*Source: The Financial Times "400 Top Financial Advisers" (FT 400) list, April 16, 2020. For more information about the selection criteria, go to http://details-he.re/fTgbvQ . The Financial Times "400 Top Financial Advisers" (FT 400) list is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. All rights reserved.
*The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
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