Mary Steele
Managing Partner at Freehold Wealth Management
At a glance
Mary Steele was named managing partner at Freehold Wealth Management (our reporting, October 23, 2026). 2 stories in our coverage name them, all on October 23, 2026.
- Firm
- Freehold Wealth Management
- Role
- Managing Partner
- In our coverage
- 2 stories
The record
Named managing partner at Freehold Wealth Management
South Carolina estate planner moves $576 million in client assets to Osaic network Financial ADVSR
Also in the news
How this page is built
Every line on this page comes from a story that names Mary Steele: our own reporting or a news item on our wire, each linked above. Titles, firms, team names and asset figures are shown as those stories reported them on the date shown, and assets are the team’s as reported, not verified figures. We don’t add ages, photos, credentials or anything a cited story doesn’t say. Profiles with fewer than 2 stories aren’t listed in search engines until more coverage builds. This is news coverage, not an endorsement or a recommendation of any advisor.
Last updated October 23, 2026. All people in our coverage →