Shareholder And Adviser
Current
Jan 2016 - Present
AeroLeads people directory · profile
David M. Frees Iii Email & Phone Number
Attorney, Start Up Advisor, Board Member (Banking/Trust/Tech with Deep Marketing Experience) & Creator of Business Black Ops Monthly Intelligence Briefing - A Publication and Membership Program For Founders & Owners
at
Credit Suite, Business Credit Specialists
1 work email found
@utbf.com
5 phones found area 610 and 408
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Attorney, Start Up Advisor, Board Member (Banking/Trust/Tech with Deep Marketing Experience) & Creator of Business Black Ops Monthly Intelligence Briefing - A Publication and Membership Program For Founders & Owners
Location
Greater Philadelphia, United States, United States
Who is David M. Frees Iii? Overview
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Quick answer
David M. Frees Iii is listed as Attorney, Start Up Advisor, Board Member (Banking/Trust/Tech with Deep Marketing Experience) & Creator of Business Black Ops Monthly Intelligence Briefing - A Publication and Membership Program For Founders & Owners at Credit Suite, Business Credit Specialists, based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at utbf.com, phone signal with area code 610, 408, and a matched LinkedIn profile for David M. Frees Iii.
David M. Frees Iii previously worked as Shareholder and Adviser at Credit Suite, Business Credit Specialists and Owner at Unruh Turner Burke And Frees. David M. Frees Iii holds Juris Doctorate, Trust And Estate And Federal Estate Tax Law from University Of Pennsylvania Carey Law School.
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Email format at Credit Suite, Business Credit Specialists
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*@utbf.com
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AeroLeads found 1 current-domain work email signal for David M. Frees Iii. Compare company email patterns before reaching out.
Profile bio
About David M. Frees Iii
About Dave Frees: In addition to chairing the Trusts Estate and Wealth Preservation section of the firm (Unruh, Turner, Burke & Frees) I serve on several boards and board committees and. I advise a number of financial institutions, mature businesses, professional practices, startups and maturing startups. Speaking and Training:Steve Forbes the Editor-In-Chief of Forbes Media has called me a “Grand Master of communications skills.”I speak frequently to conferences, conventions and seminars on the topics of Persuasion, Ethical Influence, Marketing, Leadership and Sales to conferences, seminars, and conventions in the US and abroad. I also publish a monthly Intelligence Briefing on those topics and host multiple mastermind and training events. Twice a year I also conduct a high level mastermind for executives and entrepreneurs. They are usually located in Tampa, Phoenix and/or San Diego. Past participants have included professionals, C Level executives, and profitable small business and professional practice owners seeking to grow, sell or acquire businesses.For more information on my topics and speaking fees contact Lisa Snyder at 610.933.8069. My legal speaking topics include Sophisticated Estate Planning for Professionals and C Level Executives, Using Trust Protectors, Asset Protection, Succession and Legacy Planning, and Protecting Family Vacation Homes and Real Estate. For reports and resources visit www.PaEstatePlanners.comLegal : I focus my practice in the areas of Estate and Trust Planning, Asset Protection and Inter-generational Family Planning to preserve family wealth and values. I encourage all of my clients to hold family meetings and I work directly with their entire team of tax, financial and insurance advisers. I also serve as a mediator of estate, trust, and family business disputes for families trying to avoid litigation.
Listed skills include Public Speaking, Entrepreneurship, Small Business, Leadership, and 37 others.
Current workplace
David M. Frees Iii's current company
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Credit Suite, Business Credit Specialists
AeroLeads page
14 roles · 41 years
David M. Frees Iii work experience
A career timeline built from the work history available for this profile.
Owner
CurrentDavid Chairs the Wealth Preservation and Trusts and Estates Section of the firm. His work is focused on asset protection, estate and trust planning. He is renowned in the areas of intergenerational planning and especially focuses on helping families to preserve family values, businesses and wealth. He also works extensively with the firms Elder Law.
Jan 1995 - Present
Creator Of Business Black Ops Monthly Intelligence Briefing
Current
Business Black Ops A Division Of Success Technologies Inc.
I'm constantly working in my own businesses and practice to develop, test, and then to leverage and to teach strategic and tactical "business force multipliers" that give business owners and leaders an edge and an advantage in the areas or leadership, growth, and marketing. I also work with and interview interrogators, hostage negotiators, and special.
Nov 2017 - Present
Trust Committee Member & Counsel
Current
Phoeniville Federal Bank & Trust
Jan 2003 - Present
Board Member
Current
Jan 2013 - Present
Keynote Speaker
Current
Dave Frees
Dave Frees is an author and speaker on the topics of Enhanced Persuasion and Influence. He has spoke for numerous universities and corporations worldwide on marketing, sales, leadership, and persuasion and influence. He has been called a grand master by Steve Forbes, Editor-In-Chief Forbes magazine and one of the 50 top influences in business today by.
1995 - Present
~31 yrs 5 mos
President
Current
Success Technologies Inc.
Success Technologies manages access to David Frees for speaking, consulting, high level coaching, presents annual educational events for lawyers, professionals and business owners, and also publishes many of David's books and resources for lawyers and other professionals related to marketing, copy writing, leadership, wealth and related topics.Steve.
1995 - Present
~31 yrs 5 mos
Board Member
Current
Sterling Trust Company
I serve on the Board of Directors of the trust company.
2012 - Present
~14 yrs 5 mos
Trust Committee Member
Current
Phoenixville Federal Bank And Trust
David is a member of the board of directors of this community bank and is a member of and adviser to the trust department.
Sep 2007 - Present
Speaker And Presenter
Business Black Ops
When I speak at Business Black Ops events I present on issues including force multipliers, marketing, sales, persuasion, influence and copy writing.
2002 - 2017
~15 yrs
Pres
Success Technologies, Inc
I'm an executive problem solver, speaker and author on topics including persuasion and influence, marketing, sales and leadership
1995 - 2008
~13 yrs
Chairman
Chester County Community Foundation
David has been a volunter board member and chairman of this organization designed to promote and failitate youth philanthropy, family and corprotate philanthropy.
2005 - 2007
~2 yrs
Board Member
Helped to create and manage fundraising for ACS. Also served as a keynote speaker for statewide events and major donor events.
1998 - 2001
~3 yrs
Associate
David was an attorney assigned to large litigation matters such as avaition litigation and tobacco litigation.
1985 - 1987
~2 yrs
4 education records
David M. Frees Iii education
Juris Doctorate, Trust And Estate And Federal Estate Tax Law
University Of Pennsylvania Carey Law School
Ba, History, Political Science, Geology And Computer Science
Dickinson College
Ba, History Political Science Geology And Computer Science
Dickinson College
New Zealand, British Colonial History
Rangitiki College
FAQ
Frequently asked questions about David M. Frees Iii
Quick answers generated from the profile data available on this page.
What company does David M. Frees Iii work for?
David M. Frees Iii works for Credit Suite, Business Credit Specialists.
What is David M. Frees Iii's role at Credit Suite, Business Credit Specialists?
David M. Frees Iii is listed as Attorney, Start Up Advisor, Board Member (Banking/Trust/Tech with Deep Marketing Experience) & Creator of Business Black Ops Monthly Intelligence Briefing - A Publication and Membership Program For Founders & Owners at Credit Suite, Business Credit Specialists.
What is David M. Frees Iii's email address?
AeroLeads has found 1 work email signal at @utbf.com for David M. Frees Iii at Credit Suite, Business Credit Specialists.
What is David M. Frees Iii's phone number?
AeroLeads has found 5 phone signal(s) with area code 610, 408 for David M. Frees Iii at Credit Suite, Business Credit Specialists.
Where is David M. Frees Iii based?
David M. Frees Iii is based in Greater Philadelphia, United States, United States while working with Credit Suite, Business Credit Specialists.
What companies has David M. Frees Iii worked for?
David M. Frees Iii has worked for Credit Suite, Business Credit Specialists, Unruh Turner Burke And Frees, Business Black Ops A Division Of Success Technologies Inc., Phoeniville Federal Bank & Trust, and Sterling Trustees, Llc.
How can I contact David M. Frees Iii?
You can use AeroLeads to view verified contact signals for David M. Frees Iii at Credit Suite, Business Credit Specialists, including work email, phone, and LinkedIn data when available.
What schools did David M. Frees Iii attend?
David M. Frees Iii holds Juris Doctorate, Trust And Estate And Federal Estate Tax Law from University Of Pennsylvania Carey Law School.
What skills is David M. Frees Iii known for?
David M. Frees Iii is listed with skills including Public Speaking, Entrepreneurship, Small Business, Leadership, Marketing Strategy, Estate Planning, Strategy, and Copywriting.
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