Raymond James welcomes New Jersey advisor group with nearly $435 million in assets
ST. PETERSBURG, Fla. – Raymond James welcomed financial advisors Jeanne Eisele, Mary Gilbert and Leanne Gray to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – in Linwood, New Jersey, according to Shannon Reid, Northeast division director for RJFS.
Operating as Anchor Financial, the practice’s founding advisors are joined by client service associate Sarahjane Hehre and branch operations coordinator Bonnie Hehre. They serve a variety of clients and specialize in personalized financial planning for women investors, business owners, corporate executives and retirees. Previously, the team managed nearly $435 million in client assets at UBS Financial Services.
“We were ready to establish a family-style, private office while simultaneously leveraging the resources that Raymond James provides to create the perfect blend of the flexibility of independence with the power, backing and oversight of the home company,” said Eisele.
A 45-year industry veteran, Eisele spent the past decade at UBS Financial Services as first vice president of investments, prior to which she held the same role at Merrill Lynch. Eisele is a New Jersey native, where she co-hosts a long-running South Jersey radio show on personal finance.
“It was important for us to take true ownership of our business,” said Gilbert. “We found a partner in Raymond James that allows us to focus on what matters most – taking care of our clients and managing their wealth. The firm shares our values, and its scale ensures our clients have access to excellent resources and technology.”
Gilbert offers nearly 30 years of industry experience, most recently serving as senior vice president of investments at UBS Financial Services after transitioning from Merrill Lynch in 2012. Gilbert is a Certified Divorce Financial Analyst® and earned her degree from the University of Pittsburgh.
“As a CERTIFIED FINANCIAL PLANNERTM professional, it was deeply important to me and my team to affiliate with a firm that is truly focused on financial planning. Our founder, Bob James, was ahead of his time pioneering a planning-based approach to investing. The firm continues to be client-centric in the financial services they offer,” said Gray.
Gray was a financial advisor at UBS for 10 years and Merrill Lynch for four years. She is a CFP® professional in addition to being a Certified Divorce Financial Analyst®. She is a graduate of Villanova University’s College of Commerce and Finance, where she earned a Bachelor of Science in business.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.17 trillion as of Dec. 31, 2022. Additional information is available at raymondjames.com.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP®, (with plaque design) and CFP® (with flame design) in the U.S. which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Anchor Financial is not a registered broker dealer and is independent of Raymond James Financial Services.