The Munster Freeman Group

Private Wealth Advisors
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Your wealth is about more than investments. It’s about your life, your business and your family legacy across generations. We work with a limited number of individuals and families, offering highly personalized, boutique-like services and goals-based wealth management strategies for your financial life.

Meet the Team

The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet the specialized needs of individuals and families of wealth. We build relationships based on trust and personalized service.

Bruce  Munster

Bruce Munster

Managing Director

Private Wealth Advisor

David  Freeman

David Freeman

Managing Director

Private Wealth Advisor

Jo Ann Y Yee-Barrett

Jo Ann Y Yee-Barrett


Senior Private Wealth Associate

Ellen H Van Grove

Ellen H Van Grove

Private Wealth Associate

J. Danielle  Madick

J. Danielle Madick

Senior Private Wealth Associate

Donald S Coons

Donald S Coons

Registered Analyst

Adam  Lotz

Adam Lotz,

Private Wealth Analyst Investments

Michael E Pierre

Michael E Pierre

Senior Private Wealth Associate


Additional Resources

Stacy Allred

Stacy Allred

Business Support Executive

Merrill Lynch

Brandon J Sanford

Brandon J Sanford

Division Structured Credit Executive

Bank of America, N.A.

Jean Kim-Wall

Jean Kim-Wall

Wealth Strategist

Merrill Lynch


Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.

Bruce Munster

Financial Times –“Top 400 Financial Advisers”  2014, 2017, 2018 and 2019

Barron’s Top 1,200 Financial Advisors in 2017, 2018, 2019

On Wall Street –“Top 40 Under 40”  2014

Forbes “America’s Top Wealth Advisors” 2016, 2017, 2018

David Freeman

Forbes “Top 250 Next-Generation Wealth Advisors” 2019.

Forbes "Best-in-State Next Generation Wealth Advisors" in 2019

Strategies designed to help you achieve your goals

As a client of Merrill Private Wealth Management, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.

Our Approach

The Munster Freeman Group

With offices in Bellevue Washington and Century City California, the Munster Freeman Group works with a select number of ultra-affluent families to manage, preserve and transfer wealth effectively. They offer the insight and knowledge of a team of professionals who have extensive experience in critical disciplines: investment management, trust and estate planning services, customized credit and lending, pre and post liquidity event strategy, cash flow analysis, lifestyle preservation and philanthropy. They are problem solvers who work to make client’s financial lives better through coordinating the extensive services of Bank of America/Merrill Lynch and their clients’ professional advisors.

Expansive Resources Coupled with Personalized Attention

As a seven person team we offer a depth of engagement, an ingrained service ethic and an integrated suite of capabilities that are distinctive. We combine robust analysis and hands on involvement in the capital markets with a deeply personalized client ethos. Because we exclusively serve a highly accomplished clientele, we are attuned to the opportunities and challenges that can accompany substantial wealth. Our team brings a youthful intensity that enables us to connect with clients across multiple life stages, cementing our role as a trusted family resource helping to ensure the succession of clients' financial strategies. At the same time we offer the seasoned maturity and hands on experience of a Private Banking &Investment Group team specially accredited to serve clients who have exceptional means.

Attuned to the Needs of Wealth Creators

We are privileged to work with numerous wealth creators and their families. We have developed long term relationships that are grounded in our client priorities. We represent a range of clientele and have particular depth in advising entrepreneurs, real estate developers, entertainers and professional investors. We are sensitive to the unique circumstances behind each source of wealth. When clients encounter significant decision points in their wealth such as the transfer, sale or recapitalization of their business, we apply a comprehensive approach that helps them optimize outcomes from multiple perspectives: professional, personal and philanthropic. We build a team around each client working in concert with a client’s tax and legal advisors and investment banker to spearhead informed action and careful collaboration. Throughout the engagement we look to simplify and streamline a client’s financial affairs providing a clear framework for moving forward.

Promoting Sound Stewardship

Our team recognizes that significant wealth can entail pitfalls as well as privileges. We work closely with clients to foster sound stewardship across multiple generations. As proponents of client education and communication, we facilitate family meetings to discern and discuss collective goals as well as individual aspirations. Throughout the client relationship we are sensitive to each family’s dynamics, needs and values.

We offer a suite of services grounded in unified strategy for long term wealth preservation:

  • Trust and estate planning services
  • Liquidity event planning: pre and post strategies
  • Banking and lending through Bank of America, N.A.
  • Discretionary investment management
  • Customized reporting
  • Restricted and concentrated stock strategies
  • Tax minimization strategies
  • Philanthropy

A Commitment to Service

Merrill Private Wealth Management is committed to providing a select group of wealthy clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, help you monitor it and update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and we will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.

Our Philosophy

We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

Let's have a conversation

Your dedicated Merrill Private Wealth Management team is ready to help you pursue what’s most important to you.

Our Vision

For clients of substantial wealth, Merrill Private Wealth Management provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing a wealth strategy designed to support your family members for the years to come.

A trusted one-on-one relationship
Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation as stewards of wealth.

Boutique-like service with the access to the investment resources of Merrill and banking convenience of Bank of America

We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating strategies tailored to your unique situation.

A relentless commitment to transparency and customized strategies

As our client, know we are working in your best interests, providing goals-based financial strategies designed to anticipate and help meet your evolving financial needs.

The Munster Freeman Group