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 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.

A sought after speaker, he lectures 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. Times, Wall Street Journal, Reader's Digest, Money Magazine,Business Week, USA Today, The Journal for Financial Planning, Financial Planning Magazine, Investment Advisor Magazine, Registered Representative, Boston 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.

Marion Gilman 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.

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.