Jeanne A. Moir
Jeanne has over 20 years of experience in the insurance and investment industry, specializing in client development and management. She focuses on guiding her clients through a financial process that helps organize their financial life by potentially reducing taxes, managing risk and maximizing their protection and cash flow. Her process creates security and prosperity for both individuals and business owners by providing guidance, accountability and execution of the financial strategies.
Jeanne is life and health insurance licensed in NY, NJ and PA and holds her Series 7 and Series 66 investment licenses. As a financial representative of Guardian, she is an authorized user of Living Balance Sheet®.
Jeanne believes in giving back to the community. She has served as a board member of Play 2 Win which runs an annual touch football tournament, The Turkey Bowl. This event has raised over $250,000 supporting local charities which grant wishes for chronically and terminally ill children and their families.
Jeanne and her husband, Dave have been married over 18 years and have two children, David and Julia and reside in Jackson, NJ.
Direct Phone Number: (848)456-3055 and Cell number (732)616-4390
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian