Management

   

David W. Freeley*

Principal, President
Boston, MA

Dave Freeley began his career at Sun Life of Canada's US Headquarters, where over a five year period he held positions in product development, marketing and the advanced sales planning group. After leaving Sun Life, Dave was a member of the M Financial Group, planning exclusively for high net worth families.

Dave left the M Group to start and run a very successful private client group for a national executive benefits firm. Dave ultimately spun that group out and merged it with David Carroll's practice to form Financial Architects Partners; by doing so, he created one of the largest firms of its kind in the United States.

Dave is on the Board of Overseers at Brigham & Women's Hospital. He is also a past trustee of the Catholic School Foundation in Boston and is active in many charities. Dave resides in Hanover, Massachusetts, with his wife, Michele, and their twins, Kevin and Kaitlyn.

You may not know that Dave is a black belt in Kenpo Karate.

Education:

Degree in Liberal Arts, Massachusetts College of Liberal Arts

Contact:

Prudential Tower
800 Boylston Street, 26th Floor
Boston, MA 02199
617-259-1900