Meet Anita Roberts


Anita joined AdviceOne in 2007. After graduating from Post University with a degree in Business Management, she oversaw operations in the printing and mailing industry prior to coming to AdviceOne. Over the years, she has worn many hats at our firm, including hiring and personnel, compliance, and accounting. As she earned her Series 65 and gained knowledge and experience in the financial planning industry, her role began to shift, and she became a financial advisor.

Anita and her husband Rich reside in Bristol. In their free time, they enjoy traveling, cooking, discovering new music, reading and making their monthly trip to beaches year-round. Anita is very passionate and involved with the Donate Life organization. Her husband Rich received the gift of life in 2017 when their best friend Stacie donated her kidney to Rich. Anita welcomes and is honored to share their story with others.

As a financial advisor, Anita is able to combine her professionalism and love of helping others to help strengthen her client relationships.

Fun facts about Anita

  • Lives with her husband and two Cavalier King Charles Spaniels
  • Enjoys traveling and discovering new music
  • Has a dedicated beach trip each month year round

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“What keeps me here is our amazing clients and the incredible strength of our team. I love building and maintaining relationships with our clients. I am doing exactly what gives me energy every day.”

Testimonials are by clients of AdviceOne Advisory Services, LLC, which has not provided any direct or indirect compensation for them.

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