A History of Meeting Women Where They Are—Donna Freeman
Our founding partner, Donna Freeman made it part of our firm’s DNA to encourage women advisors to not only step into a male dominated industry, but thrive. This view that success in guiding clients was learnable and based on client outcome, not something innate to the person, paved a way for overall growth and longevity at FHT.
Donna Freeman is currently a FHT Advisory Board Member. She holds a Master of Science in Financial Services (MSFS), Chartered Life Underwriter (CLU), Certified Employee Benefits Specialist (CEBS), and Chartered Financial Consultant (ChFC). Donna Freeman is not registered with Cetera Advisors LLC.
Comprehensive Care For Your Unique Journey
The women of FHT bring a unique perspective to your financial journey. Multiple studies have shown that women advisors are more likely to take a truly comprehensive approach to wealth management, considering aspects of life beyond just investments. This approach is critical for women who face unique challenges, from navigating career breaks to planning for longer retirements. Experience the freedom when you are financially accountable.
Experience Collaborative Excellence
Our women advisors excel in collaborative financial planning. They seamlessly integrate with your existing professional network. Our highly educated team, boasts certifications like CFP®, AIF®, CHFC, and CWS® and is committed to ongoing learning and improvement. Benefit from a wealth of experience and specialized knowledge working toward your financial goals.
