Pros
I've been here at Freestone for many years. My colleagues and the culture here have been fantastic. No place is perfect, but I feel truly cared for by those around me, and it has been a gift to be able to work with this group of people here. Freestone is one of the few companies where I've seen people genuinely invest in each other's success. The collaborative environment isn't performative, it actually shows up in how teams share knowledge, support one another through busy stretches, playful banter in the office, and celebrating wins together. One thing that stands out to me after being here for as long as I have is watching people continue to advance and grow into roles well beyond where they started. For example, a lot of my colleagues who came in as Client Services team members are now Client Advisors managing their own client relationships, others leading departments, and others have moved into entirely different areas of Freestone where both a need and an opportunity aligned. Other things that I've loved all these years: Great clients, great Client Service, Investments, and Wealth Planning teams, employee retreats to great places and other fun events during the year, a meaningful profit sharing program and other bonus opportunities outside of regular comp, awesome office locations, lunches 4 days a week in office, hybrid work options, and the best 401K matching I've seen at an RIA.
Cons
The pace can be demanding at times given the high level of service we provide to clients, and growth sometimes outpaces the infrastructure needed to support it, but know this is being addressed with expanded coverage.
