David Freeman is a principal of the Munster Freeman Group at Merrill Private Wealth Management. He has significant experience working with entrepreneurs and professional investors, assisting them with multiple aspects of wealth preservation, growth, and transfer. Skilled in diverse asset classes and investment vehicles, David manages the team’s municipal fixed income, taxable fixed income, and preferred investment portfolios. In addition, he oversees concentrated equity risk management, and customized credit and lending solutions from Bank of America for the team.
David has garnered numerous awards as a Financial Advisor. Forbes named David as one of the “Best-in-State Wealth Advisors" 2021-2023 (Published annually Jan –April. Rankings based on data as of June 30 of prior year), “Top Next-Generation Wealth Advisors" 2019-2021 (Published annually July –Sept. Rankings based on data as of March 31 of current year), and “Best-in-State Next Generation Wealth Advisors" 2019, 2022, and 2023 (Published annually Aug –Sept. Rankings based on data as of March 31 of current year).
David began his career in 2004 with UBS Private Wealth Management, focusing on financial planning and asset allocation modeling during an extended off-term from Dartmouth, returning to his senior year fully-licensed. After graduating, David rejoined the team as a Financial Advisor, where he began to take on additional responsibly for investment strategies. He served as a Vice President at Morgan Stanley before moving with the team to Merrill. Within Merrill, he is Senior Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. A Senior Portfolio Manager may make their strategies available to clients working with other Merrill Advisors.
David earned his B.A. in Economics from Dartmouth College. David grew up in Los Angeles, and moved to Denver, CO in 2021 where he lives with his wife Candice and twin daughters. In his free time, he enjoys hiking and biking in the beautiful outdoors.
*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
**Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
***Forbes “America’s Top Next-Generation Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
****Forbes “America’s Top Next-Generation Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
You are now leaving Bank of America Merrill Lynch.
By clicking Continue, you will be taken to a website that is not affiliated with Bank of America Merrill Lynch and may offer a different privacy policy and level of security. Bank of America Merrill Lynch is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the Cancel button now to return to the previous page.