Our People

Marc S. Freedman of Freedman Financial
Marc S. Freedman, CFP®,
President

Marc S. Freedman CFP® is the President of Freedman Financial, Inc. A second generation financial planner, Marc has almost two decades of experience in the financial industry and has received national recognition and accolades.

Marc is passionate about educating the public – as well as those who present themselves as financial advisors – about the enormous differences between investment advice and integrated financial planning. He believes that communication is the cornerstone of a good relationship, and that planning is the most important step toward a solid financial future.

His first book, Oversold and Underserved – A Financial Planner’s Guide to Serving the Mass Affluent has been recognized by the industry as a blueprint for building a better relationship between financial planners and their clients.

Marc’s NEWEST BOOK, ‘Retiring for the Genius’, released August 2014 promises to have an even bigger following than his first book. Retirement can feel like you’re walking a tightrope every day. Without a solid handle on your overall personal finances, you could find yourself living without a safety net.

Retiring for the GENIUS is for you if:

  • You’re between 50-75 years of age
  • You plan to spend $4,000 – $10,000 monthly in retirement.
  • You’re total net worth (including home & other personal property) is $500,000 – $2.5 million.
  • You worry about taxes, medical costs, social security and income in retirement.
  • You are seeking validation on whether you have enough money to retire.

Learn more here.

Marc is a sought after speaker lecturing both internationally and domestically on trends in the financial planning profession and practice management issues. In 2009, during the most challenging economic times, he appeared on the CBS Early Show as part of “The Job Squad” to perform makeovers for individuals trying to get their financial house in order.

Freedman is quoted in national media outlets, including L.A. TimesWall Street JournalReader’s DigestMoney Magazine,Business WeekUSA TodayThe Journal for Financial Planning,Financial Planning MagazineInvestment Advisor Magazine,Registered RepresentativeBoston Globe and the Boston Herald.

A graduate of Peabody Veterans Memorial High School and Babson College, Marc is married to Laura and has five children. He’s an avid fan of the Boston Red Sox AND the Wonderful World of Disney. It is his life-long dream to dress as a Disney Character in the Magic Kingdom for just one day – after that, he’d happily retire as a tour guide or guest relations cast member.

Check the background of this investment professional on FINRA’s BrokerCheck.

 

Marion B. Gilman

Marion B. Gilman CFP®,

Executive Vice President

Marion joined Freedman Financial in June 2000 and was promoted to Executive Vice President in 2007. In June 2013 Freedman Financial excitedly announced Marion’s acceptance to become a partner with the firm. And in July 2013 Marion began her 14th year of providing exceptional service and financial planning advice to our clients.

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.

Prior to joining Freedman Financial, Marion taught courses in Finance and Investments as an Assistant Professor at Bentley College and Johnson & Wales University. She has also conducted finance seminars through North Shore Community College.

Marion has served as a board member and Treasurer of the Peabody Chamber of Commerce. She also served as a Trustee of the Flint Public Library in Middleton, MA for 6 years, holding the position of Treasurer for 2 years. She has been an active volunteer in the Middleton Public Schools and has participated in the Guest Reader program in the Peabody Schools.

Marion has been a presenter for the Women In Science and Engineering (W.I.S.E.) program for middle school girls held at Salem State College. Most recently she has presented for the nonprofit organization Massachusetts Women in Public Higher Education. She is currently a member of the Financial Planning Association.

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. She is married to Richard Gilman and has one son. They reside in Middleton, MA.

Check the background of this investment professional on FINRA’s BrokerCheck.

 

Barry M. Freedman

Barry M. Freedman CFP®,

Founder

Barry Freedman CFP® founded Freedman Financial in 1968 on the idea that clients deserved a long term commitment to financial planning, not just periodic investment ideas. Although he stepped into a less active role in 2007, Barry continues to serve the firm in an advisory capacity.

During his tenure at Freedman Financial, Barry held leadership positions on the predecessor organizations of the 29,000 member Financial Planning Association (FPA), The Institute for Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP). He served as an arbitrator for the NASD and the NYSE, and is a founder and current Chairman of the National Foundation for Financial Planning.

Over his four decade career, Barry has been quoted extensively in the national press, including The Wall Street Journal,Financial Planning MagazineChanging Times, and Money. He is a frequent speaker at industry events, and has mentored and trained countless financial planners.

Barry received his BSBA from Babson College. He and his wife, Phyllis, are the parents of three sons. They currently divide their time between Florida and Massachusetts. Today, Barry’s golf game continues to improve. While his tee shot distance equals his weight, he is still waiting to shoot his age.

 

Sonia Del Valle

Sonia Del Valle,

Client Service Specialist

Sonia joined our firm in October of 2008. Previously, she worked at Stock Cross discount brokerage in Boston for six years. She is responsible for insuring that our client’s accounts are opened, funded and maintained properly. She is also accountable for processing checks, transfers, and payouts. sonia@freedmanfinancial.com

 

 

 

 

Elaine Petrocelli

Elaine Petrocelli,

Financial Planning Assistant

Elaine is the newest member of the Freedman Financial team – having joined our firm in June of 2012. Elaine spent the first half of her 25 plus year career in the industry with Wellington, and then followed by Putnam. The other half has been spent as an educator teaching math as an Adjunct at NSCC. She is a valued addition to the firm. elaine@freedmanfinancial.com

 

 

 

Jodi Deldon

Jodi K. Deldon,

Office Manager, Director of First Impressions

Jodi joined our firm in February 2014.  As our Office Manager she is responsible for government compliance issues, organizing the weekly newsletter and all scheduling for the office.  As our Director of First Impressions, she hopes that your visit to the office is simply fabulous, and that you look forward to your appointments.

Prior to joining Freedman Financial, Jodi was the Salon Manager of Millennium Personal Spa and Studio for eleven years.  jodi@freedmanfinancial.com