The Munster Freeman Group Team Photo

The Munster Freeman Group

Merrill Private Wealth Management
14636 N Scottsdale Rd
Scottsdale, AZ 85254
(310) 407-4960
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Our personal approach fuels our mission to make our clients financial lives better. We seek to empower our clients to have greater positive impact on the world by providing planning, investment management and banking services.
The Munster Freeman Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Bruce Munster
Managing Director, Private Wealth Advisor
Forbes "America's Top Wealth Advisors", 2016-2023
(Published in April 2023-2024. Rankings based on data as of June of the preious year. Years pre-dating 2023, published annually Aug - Oct. Rankings based on data as of March - June of current year.)
Forbes "Best-in-State Wealth Advisors", 2018-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Barron's "America's Top 1200 Financial Advisors State-by-State", 2014, 2017-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Show more recognition
The Munster Freeman Group Team Photo
The Munster Freeman Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Forbes "America's Top Wealth Management Teams Private Wealth", 2022-2023
(Published annually in November. Rankings based on data as of September 30 of current year.)
Our Approach
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.

Meet Our Team
Bruce Munster
Managing Director, Private Wealth Advisor
310.407.4960
David Freeman
Managing Director, Private Wealth Advisor
310.407.4962
Samuel Munster
Vice President, Private Wealth Manager
310.407.4957
Tanja Krakovic,

CFP®,CIMA®,CRPC™

Assistant Vice President, Senior Private Wealth Planner
310.407.4965
J. Danielle Madick
Senior Private Wealth Client Associate
310.407.4858
Ellen H Van Grove
Private Wealth Client Associate
310.407.4966
Ricky Levy,

CRPC™

Assistant Vice President, Private Wealth Management Specialist
310.407.4967
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Brandon J Sanford
Division Structured Credit Executive
Jean Y. Kim
Private Wealth Strategist
Katherine VanMeter
Alternative Investments Sales Desk Specialist
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Private Wealth

Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.