Jeanne Robinson, CFP®

CEO and President

215-348-9393
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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.