David WorkmanManaging Partner
Phone: 609-291-8363 David Workman, CPA, PFS is the Founder and Managing Partner of FREEDOM Financial Advisors LLC. Prior to starting FREEDOM in 1997, David was the Co-founder and President of CashFlex a third party lock-box processor servicing the cash management needs of money center and regional banks across the USA and Canada. David began his career with KPMG as a CPA and tax consultant. David graduated from The Pennsylvania State University with a Bachelors degree in economics and accounting. He also did post graduate course work at the Wharton School of the University of Pennsylvania. David lives in Chesterfield, NJ with his wife Sandra. He is the father of two adult daughters and a grandfather. David is on the Board of Trustees of Project Freedom [a non-profit charity dedicated to developing barrier free housing for individuals with disabilities], and a member of; the Burlington County Chamber of Commerce, the Northern Burlington Regional Chamber of Commerce, the Advisory Board of the Springpoint Planned Giving Foundation, the Downtown Bordentown Association, Olde York Country Club, the Penn State Alumni Association and the Mt Moriah Masonic Lodge. ![]() About Us
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David Workman is a registered representative, registered to transact business with clients in New Jersey, and Pennsylvania, Delaware, Virginia, Indiana, Illinois, New York, North Carolina and Alabama. David is advisory licensed in the following states.New Jersey, Pennsylvania, Virginia, Alabama, New York. David is also an insurance agent licensed in New Jersey, Pennsylvania, and Delaware. Thomas Xenakis is a registered representative, registered to transact business with clients in New Jersey and Pennsylvania. Thomas is advisory licensed in New Jersey and Pennsylvania. Thomas is also an insurance agent licensed in New Jersey. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000. Investments & Insurance Products: are not insured by the FDIC or any federal government agency, are not deposits of or guaranteed by the bank or any bank affiliate, and may lose Value. Freedom Financial Advisors is not a registered broker/dealer or independent investment advisory firm.
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