Jeanne Robinson, CFP®
CEO and President
Education:
- BSBA West Virginia University, Morgantown, WV
In Financial Services since: 1986
With Marshall since: 1986
Past and present affiliations:
- Chair, International Association for Financial Planning (Philadelphia Area Chapter)
- Chair, Financial Planning Association’s National Retreat
- CFP® Board of Governors
- Chair, CFP® Board of Professional Review
- Steering Committee, Securities and Exchange Commission
- Advisory Board, Capital Trust Company of Delaware
- Board member, Twilight Wish Foundation
- Board member, RJ Leonard Foundation
- Board member, New Hope Historical Society
Get to know:
Jeanne built her career on a favorite Winston Churchill quote: “Let our advance worrying become our advance thinking and planning.” Dozens of comfortably-retired Marshall clients owe their peace of mind to Jeanne’s effective planning.
Jeanne combines her interests in business, finance, and teaching to help clients find the financial confidence that allows them to live the lives they dream of. A ready sense of humor prompted her to co-author Quips & Tips—The Wit & Wisdom of Financial Planning.
Jeanne has devoted untold hours serving on the Boards of various professional and charitable organizations, often as Chair. She also holds a Certificate of Director Education from the National Association of Corporate Directors.
Certified Financial Planners ™
Executives in Transition
Chief Financial Officer
Support Team
With Marshall since: 1992
With Marshall since: 2000
With Marshall since: 2001
With Marshall since: 2007
With Marshall since: 2004
With Marshall since: 1995
With Marshall since: 2014
Executive Team
Chief Financial Officer