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 lives with his twins in Norwell, MA.

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