Day in the Life, Member Exclusive

Day in the Life: David Frederick talks wealth planning and American heroes born and raised in cults

  • David Frederick is the director of client success and advice at First Bank.
  • The following is a day in his life writing detective stories in between Zoom meetings and lunches.
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Day in the Life: David Frederick talks wealth planning and American heroes born and raised in cults

David Frederick is the director of client success and advice at First Bank, one of the largest privately owned banks in the country with over $6.6 billion in assets and 79 locations throughout California, Missouri and Illinois. 

Before Frederick entered the financial services industry, he was a lawyer. He holds a JD and an LLM in Taxation from Washington University School of Law and an MS in Economic History from the London School of Economics. He is an estate planning, business planning, and tax planning attorney with more than 15 years of experience advising clients with law firms and wealth management firms and is an active member of the Missouri Bar.

David Frederick is the director of client success and advice at First Bank, one of the largest privately owned banks in the country with over $6.6 billion in assets and 79 locations throughout California, Missouri and Illinois. 

Before Frederick entered the financial services industry, he was a lawyer. He holds a JD and an LLM in Taxation from Washington University School of Law and an MS in Economic History from the London School of Economics. He is an estate planning, business planning, and tax planning attorney with more than 15 years of experience advising clients with law firms and wealth management firms and is an active member of the Missouri Bar.

Frederick is also an adjunct professor of economics at Washington University in St. Louis.

“The moment that I wake up, one of the things that I do right away is inventory — exactly how many children are in my bed and sprayed out on me,” says Frederick, who is a father of four children, all of whom are under eight years old. “I don’t know what the issue is. They all have their own beds.”


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