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
“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.”
AdviceOne’s approach to retirement asset management and understanding of the UTC world were important elements of my choice for an investment planning decision, but the clincher was the consistent, readily apparent professionalism and personal commitment of everyone from the folks that greet you in the lobby to my personal advisor to the team helping execute the details of the plan. AdviceOne made the retirement process easy and understandable, and they continue to breed confidence that my retirement assets are being cared for as if they were their own.
Tom Cap
Retired, Pratt & Whitney
Working with AdviceOne has given me the confidence that I will be able to retire comfortably. They have a very detailed planning process that takes into account expenses after retirement, including downturns in the market. Any questions or concerns you may have are fully addressed in a manner that makes sense, and addresses your current financial needs. As I approach retirement in the next few years, AdviceOne has given me peace of mind that is worth its weight in gold!
Brian Carbone
Information Technology, Customer Service and Contracts Area, Collins Aerospace
My wife and I started AdviceOne about 5 years before I retired from Pratt & Whitney Engineering. She was well-versed with the RTX (UTC) benefits website and provided real-time assistance to me in making needed account allocations and transfers. Lorie also provided personalized advice that quickly got our affairs in order and on a solid track to achieve our retirement goals. She exceeded all our expectations! In addition to sound financial advice putting us on the right financial track to retirement, she also was very helpful to us in setting up our estate trusts. It is always comforting to know that the experts at AdviceOne are in your corner, helping you deal with tax, market, and investment complexities.
Mark Aubuchon
Pratt & Whitney
Testimonials are by clients of AdviceOne Advisory Services, LLC, which has not provided any direct or indirect compensation for them.
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