Managing Director
Current
Apr 2024 - Present
AeroLeads people directory · profile
Joel Freedman, Cfp®, Cpwa® Email & Phone Number
Managing Director | Eclipse Private Wealth Management
at
Eclipse Private Wealth Management
1 work email found
@morganstanley.com
3 phones found area 610
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Managing Director | Eclipse Private Wealth Management
Location
Greater Philadelphia, United States, United States
Who is Joel Freedman, Cfp®, Cpwa®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Joel Freedman, Cfp®, Cpwa® is listed as Managing Director | Eclipse Private Wealth Management at Eclipse Private Wealth Management, based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at morganstanley.com, phone signal with area code 610, and a matched LinkedIn profile for Joel Freedman, Cfp®, Cpwa®.
Joel Freedman, Cfp®, Cpwa® previously worked as Managing Director at Eclipse Private Wealth Management and Financial Advisor | Managing Director | CFP® at Morgan Stanley. Joel Freedman, Cfp®, Cpwa® holds Bachelor Of Arts, Economics And Business Administration from Ursinus College.
Company email context
Email format at Eclipse Private Wealth Management
This section adds company-level context without repeating Joel Freedman, Cfp®, Cpwa®'s masked contact details.
*@morganstanley.com
68% confidence
AeroLeads found 1 current-domain work email signal for Joel Freedman, Cfp®, Cpwa®. Compare company email patterns before reaching out.
Profile bio
About Joel Freedman, Cfp®, Cpwa®
Seasoned Financial Advisor with 35 years of investing and financial planning experience providing comprehensive wealth management solutions to help successful families around the world simplify their finances and realize their dreams.
Current workplace
Joel Freedman, Cfp®, Cpwa®'s current company
Company context helps verify the profile and gives searchers a useful next step.
4 roles
Joel Freedman, Cfp®, Cpwa® work experience
A career timeline built from the work history available for this profile.
Financial Advisor | Managing Director | Cfp®
Morgan Stanley
©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not.
Mar 2009 - Apr 2024
Financial Advisor | Senior Vice President
Wachovia Securities Llc
Dec 2002 - Mar 2009
Financial Advisor | Managing Director
Dec 1999 - Dec 2002
1 education record
Joel Freedman, Cfp®, Cpwa® education
-
Ursinus College
FAQ
Frequently asked questions about Joel Freedman, Cfp®, Cpwa®
Quick answers generated from the profile data available on this page.
What company does Joel Freedman, Cfp®, Cpwa® work for?
Joel Freedman, Cfp®, Cpwa® works for Eclipse Private Wealth Management.
What is Joel Freedman, Cfp®, Cpwa®'s role at Eclipse Private Wealth Management?
Joel Freedman, Cfp®, Cpwa® is listed as Managing Director | Eclipse Private Wealth Management at Eclipse Private Wealth Management.
What is Joel Freedman, Cfp®, Cpwa®'s email address?
AeroLeads has found 1 work email signal at @morganstanley.com for Joel Freedman, Cfp®, Cpwa® at Eclipse Private Wealth Management.
What is Joel Freedman, Cfp®, Cpwa®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 610 for Joel Freedman, Cfp®, Cpwa® at Eclipse Private Wealth Management.
Where is Joel Freedman, Cfp®, Cpwa® based?
Joel Freedman, Cfp®, Cpwa® is based in Greater Philadelphia, United States, United States while working with Eclipse Private Wealth Management.
What companies has Joel Freedman, Cfp®, Cpwa® worked for?
Joel Freedman, Cfp®, Cpwa® has worked for Eclipse Private Wealth Management, Morgan Stanley, Wachovia Securities Llc, and Investec.
How can I contact Joel Freedman, Cfp®, Cpwa®?
You can use AeroLeads to view verified contact signals for Joel Freedman, Cfp®, Cpwa® at Eclipse Private Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Joel Freedman, Cfp®, Cpwa® attend?
Joel Freedman, Cfp®, Cpwa® holds Bachelor Of Arts, Economics And Business Administration from Ursinus College.
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