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  2. Greg Freeman

Greg Freeman

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Greg Freeman
JD, CLU, ChFC, RICP, CLTC
Founding Principal
E-mail: 
gfreeman@advisorserve.com

Greg has well over 30 years of experience in helping affluent business owners and individuals define and achieve their estate and financial objectives. More recently, Greg’s mission has been on helping other advisors serve with excellence when addressing insurance matters with their clients. Greg holds a Juris Doctor degree from American University in Washington, D.C. and a Business degree from Bucknell University in Pennsylvania. He has worked as an attorney-advisor for the United States Securities and Exchange Commission helping to ensure fair treatment of consumers in their pursuit of investment products and strategies.

Greg was a contributing writer in the book, Life Insurance: How To Use It To Your Client's Advantage, published by the AICPA. He is a non-practicing attorney and holds the professional designations of Chartered Life Underwriter, Chartered Financial Consultant, Retirement Income Certified Professional, Certified in Long Term Care, and a Certified Kingdom Advisor.

Mid-career, Greg served as senior Vice President for Development at Walk Thru the Bible Ministries. This two year experience helped Greg gain a far better understanding of charitable planning and an appreciation for the challenges faced by non-profit entities.

Part of the effort to serve advisors can be seen in Greg’s participation as a Charter Member of Kingdom Advisors, a Kingdom Advisors Champion, and as a Premier Sponsor of the organization.

Greg lives outside of Atlanta with his wife of over 40 years, Mary, and has three adult children and three grandchildren.

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Phone: 770.293.9545
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. AdvisorServe is a subsidiary of Strategic Stewardship which is a member of PartnersFinancial. Kestra IS and Kestra AS are not affiliated with AdvisorServe, Strategic Stewardship, or PartnersFinancial. Kestra IS and Kestra AS do not provide tax or legal advice. This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 512-697-6000. Any web site links referenced on this site are being provided strictly as a courtesy. Neither Kestra IS, Kestra AS, AdvisorServe, or Strategic Stewardship are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.

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