Thursday July 02, 2026 (Guest: Jeanne M. Eisele - Founding Partner of Anchor Financial Services located in Linwood, New Jersey and co-host of "It's Your Money" heard Saturday mornings at 8am on WOND)
July 2nd, 2026 12:00am
Lorry Young Podcast
Thursday July 02, 2026 (Guest: Jeanne M. Eisele - Founding Partner of Anchor Financial Services located in Linwood, New Jersey and co-host of "It's Your Money" heard Saturday mornings at 8am on WOND)
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Now retired after more than 45 years in the financial industry, Jeanne Eisele has treasured the deep and durable relationships she has built with her clients. She dedicated her practice to evolving those connections from simply professional to, what she would describe as, "family." Jeanne specialized in asset preservation working alongside her clients' estate attorneys and CPAs to develop investment strategies via trusts, partnerships, guardianships, and insurance. Jeanne also managed the team's quarterly workshops and marketing activities. As co-founder of Anchor Financial and with affiliation to Raymond James, Jeanne believed that her firm could offer a positive alternative to the bureaucracy and proprietary products that unfortunately infiltrate many Wall Street firms. 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. 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.




