Roberta P. Anderson, CFP

As Senior Vice President, Roberta is responsible for the launch and development of our private banking offering throughout the bank’s footprint. Lending solutions are targeted and tailored for high- net-worth clients of our wealth management group.


Roberta began her career as a commercial lender with Cititrust, now JPMorgan Chase. Later, she spent 21 years with Union Trust Company and its successor banks,  including First Fidelity and Wells Fargo. Along the way, she shifted from commercial lending when she became a Relationship Manager for the Private Banking Group at First Fidelity. Roberta grew in this role, becoming a Managing Partner for the bank’s most elite group of Relationship Managers. Later, as part of Wells Fargo, she managed the group’s lending activities as the Regional Private Banking Manager for New England. Roberta joined People’s United in 2012.

Professional Designation

  • Certified Financial Planner (CFP)
  • Series 7 and 63 licenses
  • Insurance license
  • NMLS# 787435 for mortgage originators


Estate Planning Council of Lower Fairfield County

American Red Cross, Metro New York North Chapter


Fairfield University, bachelor’s degree in finance

University of Connecticut, MBA


Contact Info



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Related Information


Investment and Insurance Products:

  • Not Insured by FDIC or any Federal Government Agency
  • Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate      • May Lose Value

*Investment products are offered through People's United Advisors, Inc., a registered investment advisor. People's United Advisors, Inc. is an indirectly held, wholly-owned subsidiary of People's United Bank, N.A.

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