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Marion B. Gilman CFP Becomes Partner at Freedman Financial
MEET OUR NEWEST PARTNER Freedman Financial is excited to announce that Marion B. Gilman CFP has accepted an offer to become a partner with the firm.
In July of this year, Marion will begin her 14th year of providing exceptional service and financial planning advice to our clients.
"Marion has been a superstar at Freedman Financial from the very first day," said Marc Freedman, President/CEO of Freedman Financial. "Her high level of integrity, intelligence and genuine compassion for our clients is a primary reason why we've decided to extend this partnership relationship to her."
Freedman continued, "I'm proud to know that she'll be serving both current and future clients for the rest of her career at Freedman Financial."
Marion joined Freedman Financial in June 2000 and was promoted to Executive Vice President in 2007. She spearheads the investment research and building of client investment portfolios, along with creating and maintaining financial plans and meeting regularly with clients. A vital member of the team, Marion has forged strong relationships with several generations of clients
Marion holds a Series 7, Series 24, Series 63, Series 65 security license along with the CFP® designation. Marion received a BA from Connecticut College, an MBA from Bentley College and an MA in Economics from the University of New Hampshire.
Please join us in congratulating Marion for her achievement.
Learn more about what Marion and Freedman Financial can do for you, visit us at http://www.freedmanfinancial.com.
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Financial Planning “done right” needs to include conversations around your feelings about money, as much as it needs to include the hard facts about money. Discussions around guiding you towards financial confidence, providing for your loved ones, protecting your income and preserving your legacy are all critical elements that need to be woven into the planning conversation.
We continue to serve both new and existing clients with a second generation of planners and a new set of state-of-the-
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Page Updated Last on: Jun 17, 2013