Savant Wealth Management
Penny Post-Freeman's work experience includes serving as an Office Administrator and Client Service Representative at Savant Capital Management since October 2010. Prior to that, they worked as a Branch Manager's Assistant at Morgan Stanley Smith Barney from October 2006 to September 2010. Before joining Morgan Stanley, Penny worked as a Registered Associate at Smith Barney from June 2005 to October 2006.
Penny Post-Freeman attended Illinois Central College from 1981 to 1982, though no degree or field of study information is available. Additionally, they hold a certification as a Registered Paraplanner, with no specified institution or date of obtaining.
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Savant Wealth Management
Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years with more than $11 billion in assets under management and assets under advisement (as of 6/30/2021). As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan andfamily office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.