Financial advisor Stephen Freeman, AIF®, has joined Citizens Wealth Management, the wealth management and financial planning division of Citizens Bank & Trust. Freeman reported having served approximately $130 million in advisory, brokerage and retirement plan assetsand joins from Raymond James.
Founded in 2003, Citizens Bank & Trust is headquartered in Guntersville and serves local families and businesses through 10 full-service branches in northern Alabama.
Freeman is a Cullman native who attended Cullman High School and Auburn University.
“After a couple of years in Huntsville, 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.
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.
“As soon as we met Stephen, we knew he would be the right person,” said Charlie Williams, President & CEO at Citizens Bank & Trust. “Being able to add Stephen in the Cullman market along with his commitment to giving back and community involvement, make him additive to both our wealth management division and the bank as a whole.”
Citizens Bank & Trust opened for business on March 3, 2003, and is headquartered in Guntersville. It is the largest community bank based in Marshall County and has 10 full-service offices located in Albertville, Arab, Cullman, Elkmont, Guntersville, Hazel Green, New Hope, Rogersville, and Scottsboro, and a Loan Production Office in Decatur.