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 understand 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.
She has been a 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 never misses an opportunity to visit a pastry shop.
She is a devoted walker, so be sure to say hello if you meet her on the path.
Check Marion’s background on FINRA’s BrokerCheck.
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