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Our Team

As premier wholesaler scheduling and RIA acquisition firm, we strive to provide the best services possible, and it starts with a fantastic leadership team. This dedicated Leadership team at Anchor Advisory Services consists of five senior client associates, each responsible for ongoing training, goal management, and product education. Together they keep employees focused on meeting goals and motivated to meet the companies' standards for excellence. They ensure that our scheduling services and internal wholesaling services stay ahead of the curve and provide our clients with the best results possible.

 

Each of these team leaders reports directly to the partners of the company and are able to identify specific needs of each employee, ensuring the best service is provided to external wholesalers. Our wholesaler scheduling services are second to none because of our amazing leadership team and their dedicated coworkers.

Janieva G.- Business Development Officer

Janieva utilizes her ability to effectively communicate with clients and fulfill their needs quickly which led her to a leadership role as Director of Analytics and Training. Daily, she helps facilitate operational goals so all clients can receive the high level of financial scheduling services Anchor was founded upon. Janieva is also responsible for accumulating and analyzing all internal data. She is currently pursuing a degree in Accounting & Finance and holds an SIE license.

John R.- VP Internal Sales
A graduate of Johnson & Wales University with a degree in Sports Entertainment with a concentration in sales and marketing. A three-sport athlete in high school, John still holds the single season reception record for the Plymouth North football team.  John is an integral component of the Anchor team with his steadfast character and knowledge of financial advisory services.  John also holds a series 7 license.

"Everyone talks about building a relationship with your customer. I think you build one with your employees first."

- Angela Ahrendts (Senior Vice President, Apple)

CONTACT

Anchor Advisory Services
8A Court St.

Plymouth, Ma 02360

Work Phone: 774-773-3984

HOURS OF OPERATION

Mon - Fri: 9am - 5pm

​​Saturday: Closed

​Sunday: Closed

2020 ANCHOR ADVISORY SERVICES