J Freeman

J. Scott Freeman is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 35 years of experience providing financial and wealth management advice, focusing on asset allocation, portfolio construction, risk management, and pension plan consulting. Scott joined Merrill Lynch in 2007 following a 20-year career at Morgan Stanley, where he served as a Senior Vice-President, Senior Consultant, and Corporate Trainer. He leads the Consulting Services practice for Freeman & Associates and works with clients on retirement plans for small and mid-sized businesses, socially responsible investing, and retirement income strategies.

Scott holds a Bachelor's Degree from The Jones School of Business at The State University of New York at Geneseo. He has pursued advanced 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, Capella University, and The New England College of Business. 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.

Outside of his professional work, Scott enjoys biking, boating, fishing, golfing, hiking, photography, reading, spending time with his family, tennis, and traveling. He is also the lead singer and guitarist for The Scott Freeman Band, performing regularly throughout the Northeast. Scott participates in community volunteering consistent with Merrill Lynch’s tradition of community involvement.