Growth and Expertise: Seton McAndrews Joins Freestone Team
Seasoned Financial Advisor Joins Leading West Coast Firm
Freestone Capital Management is excited to announce the addition of Seton McAndrews to their Bay Area team, reinforcing their commitment to exceptional client service. As a CERTIFIED FINANCIAL PLANNER, Seton brings a wealth of experience and a dedication to helping clients manage their financial futures with confidence.
Experience and Commitment
Prior to his new role at Freestone, Seton served as Vice President at a reputable Registered Investment Advisor. His extensive background includes working with high-net-worth individuals and families, where he developed customized financial strategies tailored to meet unique needs and goals. Previously, he served as Vice President at Icon Investments, collaborating with advisors and clients to enhance their investment strategies. His journey also includes significant experience as a financial advisor with Morgan Stanley.
Welcoming a New Perspective
Jim Hughes, Head of Client Advisory at Freestone, remarked, "Seton brings strong technical knowledge and a warm, client-focused presence to our advisory team. His approach aligns perfectly with our philosophy—empowering clients with tailored strategies and comprehensive planning tools so they can focus on what truly matters. We're thrilled to welcome him to Freestone." This sentiment underscores the firm's commitment to fostering strong relationships and providing clients with the best possible service.
A Vision for Client Success
Freestone’s mission revolves around assisting clients in their financial journeys. Seton expressed enthusiasm about joining a firm that prioritizes both people and planning, stating, "Freestone's integrated platform—combining financial planning, investment strategy, and specialized tax and estate guidance—gives clients the resources they need to make informed decisions and thrive. I'm looking forward to building lasting relationships and continuing to grow in my career." This perspective highlights the emphasis on a comprehensive approach to wealth management.
Freestone's Growth Journey
Established in 1999, Freestone is an independent and employee-owned, fee-only wealth advisory and asset management firm. The firm has experienced remarkable growth, expanding its assets under management from $250 million to over $12 billion. This impressive growth can be attributed to their strategic focus on attracting top talent, investing in their advisors' development, and empowering them with the necessary tools to thrive in their careers.
Creating Lasting Relationships
The addition of Seton McAndrews to the Freestone team represents a significant step in enhancing the firm's capabilities dedicated to long-term client success. By securing top advisors who embody the firm’s philosophy, Freestone continues to strengthen its reputation as a leader in wealth management.
About Freestone Capital Management
Freestone Capital Management is a respected independent, fee-only wealth advisory and asset management firm renowned for its superior client service and comprehensive investment strategies. Clients across the country entrust Freestone with their long-term financial objectives, with offices located in various regions. By delivering tailored financial solutions and knowledgeable guidance, Freestone strives to empower clients to achieve their financial dreams. Explore more about Freestone Capital Management and their innovative approach to wealth management.
Frequently Asked Questions
What is Freestone Capital Management?
Freestone Capital Management is an independent, fee-only wealth advisory and asset management firm focused on superior client service and investment approaches.
Who is Seton McAndrews?
Seton McAndrews is a CERTIFIED FINANCIAL PLANNER with extensive experience in financial management, specializing in high-net-worth individuals and families.
What role will Seton play at Freestone?
Seton will enhance Freestone’s advisory team, bringing his expertise and client-focused approach to financial planning and wealth management.
When was Freestone founded?
Freestone Capital Management was established in 1999 and has grown significantly since its inception.
What is the firm’s growth strategy?
Freestone aims to attract and empower the next generation of advisors while maintaining a strong focus on client service and investment success.
