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.

Experience

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

Affiliations

Estate Planning Council of Lower Fairfield County

American Red Cross, Metro New York North Chapter

Education

Fairfield University, bachelor’s degree in finance

University of Connecticut, MBA

 

Contact Info

203.536.6863

203.661.1615

Required
Required
Required
Invalid emailAdd
Required

Thank you for emailing, I will be in touch with you.

Related Information


Disclaimer



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 and insurance products are offered through People’s Securities, Inc., a Broker/Dealer, member of FINRA and SIPC, an insurance agency and a registered investment advisor. People’s Securities, Inc. is a subsidiary of People’s United Bank, N.A. Investment products may involve risk, including possible loss of principal.

Business Continuity Plan | Commission & Fee Schedule | Margin Disclosure | Financial Statement | Cost Sharing Arrangements | Order Routing Disclosure | Day Trading Disclosure | BrokerCheck

JOIN OUR NEWSLETTER