Ameriprise Financial Services
45yrs
Top advisor by experience in Westborough
20yrs
Casey Freeman
Financial advisor at Merrill
Casey Freeman has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Westborough, Massachusetts. Casey has been with Merrill since 2009; before that, Casey spent three years at Banc of America Investment Services. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 189 advisors with offices in Westborough, and one of 172 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 65% of advisors at Merrill
Office1700 W Park Dr, Westborough, MA 01581
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2009 – nowMerrillCurrent firm
- 2006 – 2009Banc of America Investment Services, Inc.Previously
Contact Casey
Local office(508) 798-7200Ask for Casey. (800) 637-7455Main office · New York, NY 1700 W Park DrWestborough, MA 01581Office · Get directions
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Questions to ask Casey
Tailored to Casey’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Casey
How do I contact Casey?
Call Casey’s local office at (508) 798-7200 or the Merrill main office at (800) 637-7455, and ask for Casey Freeman.
How long has Casey been a financial advisor?
Casey has been in the industry since 2006, about 20 years. More experience than 65% of advisors at Merrill.
What licenses does Casey hold?
Series 66. Tap any license on this page to see what it allows.
Is Casey a fiduciary?
Casey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Casey paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Casey for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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