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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.

Corey M-

Director of Business Development 

Corey utilizes his ability to effectively communicate with clients in many roles at Anchor.  From his keen focus on generating qualified prospects through many outlets to strategically expanding the reach of the company. Corey understands that the fundamental drivers in business focus equally on clients, partners and competitors and with this knowledge he is able to make critical decisions in pursuit of long term value and growth. Corey is a graduate of Bridgewater State, Ma.  Previous roles include 401 K Rollover Specialist at John Hancock, Boston, Ma.  He is also a respected and successful coach of football and basketball at the junior level.

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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.

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

- Angela Ahrendts (Senior Vice President, Apple)