Freehold Wealth Management

What changed

Co-founded Freehold Wealth Management with her husband John and moved the $576M South Carolina estate-planning practice from Stifel Independent Advisors to Osaic.

Reported / discovered

Oct 23, 2026

Effective

Not reported

New role

Co-founder

Previous role

Not reported

Market

Landrum, SC

Reported book

$576M

Reported team size

3 people

Named people

9

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

17 observations consolidated into one event.