Jeanne Moir is a Financial Advisor with Planning Alliance. She adheres to the philosophy that her clients shouldn't have to work hard and be financial experts to protect, save, and plan for what’s next. She strives to ensure that her clients are confident and secure in their financial future.
Jeanne joined the firm in 1999. Her diverse book of business and her unyielding commitment to clients has given her a Court of the Table seat with the Million Dollar Round Table (MDRT® ). Jeanne is the Preferred Provider of Disability Insurance for the Women’s Bar Association for the State of New York.
Jeanne attended The American College of Financial Services and has obtained her Series 7 and 66 licenses.
Jeanne believes in the importance of giving back to the community. She is the Founder of The Giving Back Forum*, a one-stop-shop to learn about and get involved with upcoming local events. The Giving Back Forum features over fifty 501(c)(3) organizations looking to share their mission including well-known groups like the American Cancer Society, Habitat for Humanity, and Big Brothers Big Sisters as well as locally founded organizations like Move for Hunger, Kortney Rose Foundation, and Jason Dreams for Kids. She was a Board Member of Play 2 Win, an organization that 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 lives in Manasquan, NJ with her husband Dave and they have two children, David and Julia.
*Guardian and its subsidiaries do not endorse or have any direct or indirect responsibility with respect to this activity.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1040 BROAD STREET, 2ND FLOOR, SUITE 202, SHREWSBURY NJ, 07702, 973-2444420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0L47401. Million Dollar Round Table is endorsed by but not affiliated with Guardian or its subsidiaries. Applicants must annually qualify for membership based on productivity and pay an annual fee.