Scott Freeman

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J. Scott Freeman - Senior Vice President, Wealth Management Advisor, Certified Investment Management Analyst, CIMA^®, Chartered Retirement Planning Counselor, CRPC, Certified Plan Fiduciary Advisor, CPFA, Retirement Benefit Consultant and Portfolio Manager.

Scott has more than 30 years of experience providing financial and wealth management advice and services. He is a graduate of The Jones School of Business at The State University of New York at Geneseo, and advanced graduate level studies at The Wharton School of The University of Pennsylvania, Syracuse University School of Management and The Booth School of Business at The University of Chicago, Argosy University, The New England College of Business and Finance and Capella University.

Scott received the professional designations of a Certified Investment Management Analyst^® professional in 1999, Certified Plan Fiduciary Advisor^® in 2018 and Chartered Retirement Planning Counselor^TM in 2020. He joined Merrill Lynch Wealth Management in 2007, after a distinguished 20 year career at Morgan Stanley as a Senior Vice-President, Senior Consultant and Corporate Trainer. He leads the Consulting Services practice for Freeman & Associates. He focuses on money management, asset allocation with a focus on retirement plans for small & mid-sized businesses.

*A Portfolio Manager 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 Lynch Wealth Management model portfolios, and third-party investment strategies.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.