Leanne R. Gray,
CFP® Founding Partner, AF Financial Advisor, RJFSSchedule a Meeting with Leanne
Leanne's drive to the finance industry stems from her passion for math and creating meaningful, intimate connections, where she can help people pursue their dreams. As a Certified Financial Planner™, Leanne is diligent in learning her clients' interests, motivations, and challenges to construct the most appropriate advice. She aims to get to know her clients on a more personal basis, understanding how clients' intentions, sacrifice, and discipline are imperative to building family wealth.
Leanne's approach is calculated- inquiring about income, expenses, assets and liabilities, as well as lifestyle. With this, Leanne can formulate a unique and comprehensive financial plan illustrating retirement cash flow, estate planning needs, insurance analysis, investment recommendations, and tax mitigation strategies.
As co-founder of Anchor Financial and with the help of Raymond James client-oriented platform, Leanne can help guide clients through the most exciting time of their lives and help bring calm during the more nerve-wracking experiences by empowering them to make well-informed decisions throughout the process.
BEFORE ANCHOR FINANCIAL
Previously in her career, Leanne was a Financial Advisor at UBS Financial Services for 10 years and at Merrill Lynch for four years. She is a graduate of Villanova University's College of Commerce and Finance, where she earned a Bachelor of Science in Business.
OUTSIDE OF ANCHOR FINANCIAL
Leanne enjoys working with community organizations, especially Habitat for Humanity Atlantic City, Somers Point Historic Preservation Commission, Shore Medical Auxiliary, Somers Point Foundation for Education, and Mainland Regional Board of Education. She is a recipient of the Greater Atlantic City Jaycees Top 40 Under 40 Award*. Leanne has also devoted countless volunteer hours coaching her children's basketball and softball teams- an activity she truly loves.
Leanne lives in Linwood, New Jersey, with her husband, Bob, and daughters: Sophie, Harper, Lucy, and Ella, and their chocolate Lab, Jack. Her favorite pastimes include pickleball, coaching, boating, water sports, hiking, bike riding, beach, theater, live music (especially the oldies), and traveling.
*This ranking is not based in anyway on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of the advisor's future performance, is not an endorsement, and may not be representative of any individual client's experience. Raymond James is not affiliated with the Greater Atlantic City Jaycees.
Certified Divorce Financial Analyst® and CDFA® are trademarks of the Institute for Divorce Financial Analysts™ in the U.S. and/or other countries. The designation of Certified Divorce Financial Analysts™ is awarded by The Institute for Divorce Financial Analysts (IDFA) to individuals who successfully complete the training and test requirements set by IDFA. IDFA is the premier national organization dedicated to the certification, education and promotion of the use of financial professionals in the divorce arena. CDFAs are not attorneys and cannot give out legal advice.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.
