Bruce Munster is Managing Director and Principal of The Munster Freeman Group, an advisory practice within Merrill Private Wealth Management. He and his team advise clients on their private wealth management concerns related to mergers and acquisitions in a variety of industries, including aerospace & defense, technology, specialty finance, consumer products, business services, and real estate. Munster is a veteran broker and private wealth advisor. Since starting his career in the financial services industry in 1999, he has garnered numerous recognitions from industry publications as a financial advisor. He has earned a solid reputation and trust in the wealth management industry with his diligence, ingenuity, shrewd finance acumen, and personalized approach. He is also active in community and philanthropic activities with several charitable institutions in Bellevue, Washington.
RECOGNITIONS
On Wall Street's 40 Under 40
Forbes America's Top Wealth Advisors, 2018-2023
Forbes Top 250 Advisors in America, 2016-2021
Barron's Top 1,200 Financial Advisors, 2017-2023
Financial Times Top 400 Financial Advisors, 2016-2020
CAREER
His clients trust him to address their personal wealth management concerns related to M&A transactions.
At Morgan Stanley, he led his ten-member team in managing $1.2 billion in assets and generating $5.8 million in annual revenue.
He started his career in 1999 with Paine Webber, now UBS.
He has been featured in various publications such as the Wall Street Journal, Fox Business, InvestmentNews, Los Angeles Business,Journal, Los Angeles Times, and more.
COMMUNITY INVOLVEMENT
Board Member, Bellevue Chamber of Commerce
Board Member, Association for Corporate Growth
Boys and Girls Club of Bellevue
The Life You Can Save Foundation
St. Thomas School and Cornell University Wrestling