Steven R. Freeman, AAMS®, CIMA®, CPWA®
Steve has more than 30 years of experience in the finance industry. He joined Davenport after 26 years with Truist Investment Services, formerly BB&T Scott & Stringfellow. Prior to that, he worked for Kidder, Peabody & Co. for eight years.
Partnering with his son, Barclay, and their Client Service Associate, Abby, the team’s mission is to help affluent families and business owners reach their own vision of success and significance by building and protecting wealth in a tax efficient* manner while providing exceptional service. The experience and background of the Freeman Wealth Management team has enabled them to guide clients through nearly every market environment.
Steve served on BB&T Scott & Stringfellow’s Advisory Board and Consulting Services Advisory Board. During his tenure, he was recognized for superior practice management, investment design and client service by receiving the following awards: President’s Advisory Council, Distinguished Consultant Award and BB&T Sterling Performer.
Steve is an Accredited Asset Management Specialist. He is also a Certified Investment Management Analyst and a Certified Private Wealth Advisor, two of the highest designations in the industry. Steve graduated with a B.S. from Virginia Tech and an M.S. from Florida Institute of Technology. He is Series 7, 31, 63 and 65 registered with FINRA and is licensed to offer insurance and annuity products.
Active in the community, Steve is on the Judeo Christian Outreach Center board and has been involved in numerous other charities. He enjoys reading, exercising and spending time with his family.
Barclay P. Freeman
Prior to joining Davenport, Barclay was a Financial Advisor with Truist Investment Services, formerly BB&T Scott & Stringfellow. In May of 2020, he teamed up with his father, Steven Freeman, to provide affluent individuals and families exceptional service and help them reach their own vision of success and significance by building and protecting wealth.
Barclay graduated from the University of Virginia with a B.A. in Economics. He is Series 7 and 66 registered with FINRA. In his free time, Barclay enjoys spending time at the beach and playing tennis.
Associate Vice President, Client Service Associate
Prior to joining Davenport, Abby worked for 30 years as a Client Service Associate at Truist, formerly BB&T Scott & Stringfellow. As an essential member of the team, Abby provides operational and administrative support for clients of Freeman Wealth Management.
Abby attended the University of Kentucky. In her free time, she enjoys cooking, reading, antiquing and traveling.
*Davenport & Company is a financial services firm and does not provide tax or legal advice. Please consult your professional accounting or legal advisors prior to acting on any information provided by us that may have an effect in these areas.
Steven Freeman is registered with the Financial Industry Regulatory Authority to offer securities services to clients who reside in Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Louisiana, Maryland, Massachusetts, Missouri, Nebraska, New Jersey, New York, North Carolina, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Utah, Virginia, and Wyoming. Steven is licensed to offer insurance and annuity products to clients in Florida, Illinois, Louisiana, North Carolina, South Carolina and Virginia.
Barclay Freeman is registered with the Financial Industry Regulatory Authority to offer securities services to clients who reside in Virginia. He is licensed to offer insurance and annuity products to clients in Virginia.