Marc S. Freedman, CFP®
As head of the firm, Marc is responsible for:
- Overseeing overall management, compliance, marketing and operations
- Conducting initial consultation
- Presenting financial plans and investment strategies
- Managing and facilitating client meetings
- Delivering ongoing financial advice
- Business Development
Since joining Freedman Financial in 1991, Marc had become known for his dynamic client meetings, enthusiastic presentations, and delivering financial advice in a language you can understand. He is quoted both nationally and abroad on financial planning issues in print, television and social media.
Since, 2013 Marc has hosted a weekly radio show; Dollars & Sense on Northshore 104.9FM, and can be heard 8-9am every Sunday morning. As a respected orator and writer, he has also authored Retiring for the Genius and Oversold and Underserved, both available on Amazon.com.
A graduate of Babson College, Wellesley, MA B’89, Marc is a CERTIFIED FINANCIAL PLANNERTM professional and maintains his Series 7, 24 and 63 securities registrations through LPL Financial. In 1985-1986, he traveled with the international music and leadership organization, “Up with People”
An avid fan of the Boston Red Sox, Celtics and Patriots. He enjoys playing piano, hosting karaoke shows, public speaking, eating out and traveling.
In September 2017, he celebrated his 25th wedding anniversary to Laura. They are the proud parents of five children, Mindy, Ilana, Jerry, Noah and Corey.
Check Marc’s background on FINRA’s BrokerCheck.
Marion Gilman, CFP®
Executive Vice President and Partner
As a partner in the firm, Marion is responsible for:
- Meeting with clients to discuss their overall financial needs and goals
- Developing and monitoring financial planning strategies
- Delivering ongoing financial advice
- Overseeing investment research and management
- Creating asset allocation models aligned with client goals
Marion joined Freedman Financial in 2000, after many years of teaching Finance and Investments at Bentley College and Johnson & Wales University. She is passionate about developing relationships with clients and helping them understanding how to work towards their financial goals.
In her previous career, she was a pastry chef for 10 years, pursuing an interest she developed while living in France during her junior year in college.
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 a CERTIFIED FINANCIAL PLANNERTM professional and maintains her Series 7, 24 and 63 securities registrations through LPL Financial and her 65 through Freedman Financial.
An active volunteer in the Middleton Public Schools, a presenter for the Women in Science and Engineering (W.I.S.E.) program and for the nonprofit organization, Massachusetts Women in Public Higher Education and a board member and treasurer of the Peabody Chamber of Commerce.
Residing in Middleton, MA, she is married to Richard and has one son. She and her family are avid travelers. They enjoy exploring other cultures, and discovering new food and wine. She’ll never miss an opportunity to visit a pastry shop.
With a daily 10,000 step routine, it’s likely that you’ll see Marion on the local walk paths… be sure to say hello.
Check Marion’s background on FINRA’s BrokerCheck.
Sonia Del Valle
Client Operations Manager
Sonia manages client operations and is responsible for:
- Proper opening of new accounts
- Ensuring accounts are funded and maintained
- Processing financial movement of checks and transfers
For more than a decade, Sonia has been entrusted to manage client operations at Freedman Financial. Her years of monitoring client accounts in various capacities throughout the industry, makes her a strong client ally. A life-long North Shore resident, Sonia, her husband and daughter enjoy family, friends, Boston Celtics and Patriots. And all the while, encouraging her daughter’s continued success at Tae Kwon Do.
Elaine assists with financial planning activities including:
- eMoney data maintenance
- Trading Support
- Client review and performance reports
- Year End investment planning analyses
- Cost Basis support
Elaine reached her five-year anniversary this summer. She brings thirty years of experience as a data analyst and adjunct math instructor. With long standing North Shore roots, Elaine, along with her two sons, and husband, enjoy all things New England. She has developed a love for traveling as she accompanies her youngest son, a world ranked Irish step dancer, during international and domestic competitions.
Jodi K. Deldon
Director of First Impressions
As Director of First Impressions, Jodi ensures that your office experience is comfortable, meaningful and of the highest standard. Jodi’s responsibilities include:
- Appointment scheduling
- Client events
- Weekly newsletter
- General correspondence
- Overall office management & operations
Jodi’s career path has pointed her toward client-centric, front-line roles in varying industries. Her poise, approachability, humor and, natural instincts helps create a positive office experience. A longtime resident of the North Shore, she and her husband enjoy spending time with family and friends, and of course the occasional Jimmy Buffet concert. At last count she’s attended fifty-eight.
Financial Planning Assistant
Christian is responsible supporting Marc and Marion with activities associated with:
- Financial plan preparation
- Retirement planning scenarios
- Investment analysis
- Insurance review
Christian is the newest addition to our team and hails from Wisconsin. He brings strong technical skills, a fresh perspective and new eye to our continued approach of delivering personalized client solutions. He holds a series 7 and securities registration through LPL Financial, and will soon earn his CFP designation. And though he roots for the Packers, Brewers and the Wisconsin Badgers, he is a welcomed addition. Christian and his girlfriend reside in the Back Bay.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.