Lake Placid, NY Office

J Freeman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has more than 35 years of experience providing financial and wealth management advice and services. J Freeman's areas of focus include asset allocation, portfolio construction, risk management, pension plan consulting, divorce transition planning, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, and retirement income. He holds a bachelor's degree from The Jones School of Business at The State University of New York at Geneseo. J Freeman has completed advanced graduate-level studies at The Wharton School of The University of Pennsylvania, Syracuse University School of Management, The Booth School of Business at The University of Chicago, Argosy University, The New England College of Business and Finance, and Capella University. He earned the Certified Investment Management Analyst (CIMA) designation in 1999, the Certified Plan Fiduciary Advisor (CPFA) designation in 2018, and the Chartered Retirement Planning Counselor (CRPC) designation in 2020. Before joining Merrill Lynch Wealth Management in 2007, he spent 20 years at Morgan Stanley as a Senior Vice-President, Senior Consultant, and Corporate Trainer. In addition to his financial advisory role, J Freeman serves on the Board of Directors of The Goodwill Theater, Mirror Lake Watershed Association, and The Chenango Valley Cemetery Association. His personal interests include biking, boating, fishing, golfing, hiking, photography, reading, spending time with family, tennis, and traveling.