Terrence Freeman

Principal, Adoption Lead, Firm Change & Enablement at Edward Jones

Terrence Freeman is an experienced professional in wealth management and digital marketing, currently serving as Principal, Adoption Lead for Firm Change & Enablement at Edward Jones since November 2015. In this role, Terrence leads go-to-market strategies for new service offerings, focusing on financial planning and signature experiences. Previous positions at Edward Jones include Principal, Head of Wealth Platform Integration, where responsibilities encompassed integrating wealth management platforms, and Sr. Director of Client Offering & Experience. Prior to joining Edward Jones, Terrence held various leadership roles at BlackRock, overseeing digital marketing strategies that achieved significant growth. Terrence holds an Executive MBA from Duke University's Fuqua School of Business and a degree in Business with a focus on Finance and Accounting from the University of Dayton.

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St. Louis, United States

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Edward Jones

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Edward Jones serves nearly 7 million investors from more offices than any other investment firm in America. They attribute a great deal of their success to our principles and personal, long-term approach to investing.


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