LPLA - Financial Advisor Stephen Freeman Joins Citizens Wealth Management and LPL's Institution Services Platform | Benzinga
SAN DIEGO, Dec. 20, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Stephen Freeman, AIF®, has joined Citizens Wealth Management, the wealth management and financial planning division of Citizens Bank & Trust, and has onboarded to the LPL Institution Services platform. He reported having served approximately $130 million in advisory, brokerage and retirement plan assets* and joins from Raymond James.
Founded in 2003, Citizens Bank & Trust is headquartered in Guntersville, Ala., and serves local families and businesses through 10 full-service branches in northern Alabama. The bank focuses on serving the community by providing quality financial services while delivering exceptional client experiences. Citizens Bank & Trust established Citizens Wealth Management in 2006, and Freeman joins financial advisors Wes Alred and Scott Belgard and registered sales assistant Kelly Waldrop.
Freeman was intrigued by investments and wealth management early while growing up in Cullman, Ala. In high school, and then later during his time at Auburn University, he participated in student-run clubs and initiatives aimed at growing his skills and knowledge of the industry.
Over his more than 20-year career, Freeman has carefully nurtured close relationships with individuals, families and business leaders in Cullman. "After a couple of years in Huntsville, Ala., with Merrill Lynch, I moved back and began my Cullman career just six feet from where my office is now, and many of the same clients I first met there are still with me," Freeman said. Deeply tied to the community, he has been an active member of the Cullman Rotary Club for 20 years, including a term as the club's former president. He's also a member of First Baptist Church, where he has served as Deacon and Sunday School teacher.
Looking for the next step in his career, Freeman turned to Citizens Bank & Trust and the ...