Roberta P. Anderson
Vice President - Investments at Wells Fargo Advisors Financial Network
- Role
- Vice President - Investments at Merritt Point Wealth Advisors
- Location
- Old Greenwich, CT, US
- LinkedIn followers
- 500 followers
About Roberta P. Anderson
Merritt Point Wealth Advisors is an independent practice, specializing in providing…
Experience
Vice President - Investments
Mar 2024 — Present
As Vice President- Investments, Roberta utilizes her broad-based wealth management experience to provide a wholistic approach to all things financial for her clients. Drawing on her deep experience considering both sides of a client’s balance sheet, she helps her clients to efficiently invest, grow, protect, and leverage their assets to accomplish their goals.
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.