About Jeanne Robinson, CFP®

Jeanne built her career on a favorite Winston Churchill quote: “Let our advance worrying become our advance thinking and planning.” Jeanne’s effective planning contributed to numerous Marshall Financial clients retiring comfortably with piece of mind.

Jeanne’s career in financial services began at Marshall Financial Group in 1986 as a manager in the financial planning department. She became a CERTIFIED FINANCIAL PLANNER™ and eventually a partner and CEO of the firm.

Jeanne also devoted untold hours serving on the boards of various professional and charitable organizations, often as chair. She also held a certificate in Director Education from the National Association of Corporate Directors and co-wrote Quips & Tips – The Wit & Wisdom of Financial Planning.

In 2016, at just 53 years old, Jeanne passed away from cancer. Jeanne was known and well-loved for her strength, passion, and selflessness. Even on some of her worst days, she came to work because she refused to give up on the employees and clients of Marshall Financial. She was a tremendous leader, mentor, and visionary.

Those of us in the firm who were fortunate enough to have known Jeanne will remember her as an inspiration, great friend, and amazing human being. We continue to live by her values and strive to do and be our best in her honor.