Jan Freeman
Senior Client Relationship Associate
Atlanta, Georgia
Atlanta, GA - Georgia Office
-
Jan assists clients with important everyday tasks , whether that involves seeing to it that RMDs are fulfilled, or verifying they have sufficient funds to enable their money movements to take place.
-
Prior to joining EP Wealth Advisors, Jan served as Client Service Manager at CornerCap, following nearly 15 years of experience interacting with others who performed that role at Schwab.
-
Jan’s personal interests right now include watching her boys play football and lacrosse. Her eldest currently is in his final season of college football, and her youngest is a rising 10th grader.
WE KEEP YOU INFORMED
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
A Financial Planner’s Guide to Roth...
Maximize your retirement savings with...
If you work for a company, you might be...
After meeting your RMD, you can...