Jeanne Eisele

Jeanne M. Eisele

Founding Partner, AF Financial Advisor, RJFS

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With more than 45 years in the financial industry, Jeanne profoundly treasures the deep and durable relationships she has built with her clients. She dedicates her practice to evolving these connections from simply professional to, what she would describe as, "family." Jeanne specializes in asset preservation working alongside her clients' estate attorneys and CPAs to develop investment strategies via trusts, partnerships, guardianships, and insurance.

Jeanne also manages the team's quarterly workshops and marketing activities. She is a co-host of the long-running radio show, "It's Your Money" which airs on South Jersey AM and FM stations WOND, WIBG, WMID, and WCMC.

As co-founder of Anchor Financial and with affiliation to Raymond James, Jeanne believes we can offer a positive alternative to the bureaucracy and proprietary products that unfortunately infiltrate many Wall Street firms.

BEFORE ANCHOR FINANCIAL

Before joining Raymond James in 2022, Jeanne was the First Vice President of Investments at UBS Financial Services, where she worked for 10 years. Before UBS, Jeanne serves as the First Vice President of Investments at Merrill Lynch.

OUTSIDE OF ANCHOR FINANCIAL

Active in the community, Jeanne serves on the board of the Schultz-Hill Foundation and Trustee of Principle Academy Charter School.

Jeanne's family had a business in Atlantic City where she spent her summers in New Jersey and her winters in Florida. She still travels frequently between both states, calling both "home." Jeanne is a "foodie" and "wine buff." She currently is a member of the Chaine des Rotisseurs and Epicurean Society of Southern Jersey. In addition, Jeanne loves to travel and spend time with her husband, Tom.

Raymond James is not affiliated with the above organizations and/or charitable causes.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.