Freedom Trail Financial, LLC Employee Directory

Q: What is Freedom Trail Financial, LLC known for?

Freedom Trail Financial, LLC was founded in 2013. Freedom Trail Financial, LLC operates in the Investment Management industry.

Q: How many employees does Freedom Trail Financial, LLC have currently?

Freedom Trail Financial, LLC has approximately 3 employees.

Investment ManagementMassachusetts, United States2-10 Employees

What does “financial independence” mean to you? Is it living comfortably today while planning for your financial future? Is it knowing you have a plan to achieve the goals that matter most to you?

At Freedom Trail Financial, we know the power, confidence, and security that lie at the heart of financial independence — and it’s why we have dedicated our professional lives to helping our clients attain it. We help empower you to new levels of financial security and success with personalized financial planning, investment management, retirement planning, executive compensation and stock option planning, and estate planning.

Built around the personal values that are unique to you and your family, our team develops a forward-thinking plan that is held steady by proven investment methodology and decades of expertise in fundamental market and economic trends. The result is a strategy that provides more than just financial security; we’ll also help you navigate the emotional changes that come up along the way.

Freedom Trail is proud to be the independent, boutique wealth management provider of biopharma and life sciences professionals, women executives, individuals, and families across the Boston metro area.

Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Financial planning services offered through Freedom Trail Financial are separate and unrelated to Commonwealth. Fixed insurance products and services offered through CES Insurance Agency. This communication is strictly intended for individuals residing in the states of CA, CT, FL, MA, ME, NC, NH, NY, PR, RI, TN, TX, WA, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

Contact us today at info@freedomtrailfinancial.com

Find Freedom Trail Financial, LLC employees' phone numbers or email addresses

Freedom Trail Financial, LLC Global Highlights

North America
4

United States Of America
4

Freedom Trail Financial, LLC's Leadership

B. D.
Owner & Principal
Mobile Phone
Email
S. C.
Owner
Mobile Phone
Email
A. M.
Director Of Client Relations
Mobile Phone
Email
M. A. C.
Director Of Marketing And Communications
Mobile Phone
Email

Contact profiles from Freedom Trail Financial, LLC

Name

Title

Contact Info

Location

Last Update

B. D.
Owner & Principal
Mobile Phone
Email
United StatesMassachusetts
Nov 12, 2025
S. C.
Owner
Mobile Phone
Email
Oct 23, 2024
A. M.
Director Of Client Relations
Mobile Phone
Email
United StatesMassachusetts
Sep 11, 2025
M. A. C.
Director Of Marketing And Communications
Mobile Phone
Email
United StatesMassachusetts
Oct 22, 2024

Frequently Asked Questions

What is Freedom Trail Financial, LLC known for?

Freedom Trail Financial, LLC was founded in 2013 operates in the Investment Management industry. Explore Freedom Trail Financial, LLC's company overview page for more information.

What is Freedom Trail Financial, LLC's most common email format?

Freedom Trail Financial, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Freedom Trail Financial, LLC email formats with LeadIQ.

How many employees does Freedom Trail Financial, LLC have currently?

Freedom Trail Financial, LLC has approximately 3 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Freedom Trail Financial, LLC's key employees and leadership?

As of December 2025, Freedom Trail Financial, LLC's key employees include:

Owner & Principal: B. D.
Owner: S. C.
Director Of Client Relations: A. M.
Director Of Marketing And Communications: M. A. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking