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Bonnie Anderson

Bonnie Anderson

Senior Client Relationship Manager

With over fifteen years of experience in the operational realm of wealth management, Bonnie Anderson has honed her expertise in transforming complex, multistep processes into streamlined workflows that enhance efficiency. Currently serving as the Senior Client Relationship Manager at Intellus Advisors, Bonnie plays a pivotal role in ensuring a seamless client experience. She collaborates with her team to leverage the best tools available, driving optimum efficiencies across the board.

In addition to her client-focused responsibilities, Bonnie partners closely with the CEO and Founder on innovative marketing initiatives and business development strategies. Her prior experience in an independent Registered Investment Advisor (RIA) office saw her supporting multiple advisors nationwide, where she was instrumental in vetting custodians and technology to empower their independent journeys. Bonnie is passionate about making a lasting difference and believes in the importance of working for a company that prioritizes both clients and employees.

A proud graduate of Rutgers University, Bonnie originally hails from Cranford, New Jersey, but she’s been soaking up the sun in Sarasota, Florida, for over ten years. She shares her life with her husband of 25 years, their three college-aged children, and a beloved rescue dog named Colin. In her spare time, Bonnie enjoys yoga, taking exercise classes and hitting the links for a round of golf – though she claims her swing is still very much a work in progress!

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Intellus Advisors, LLC (“Intellus”) is an SEC registered investment adviser.  SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.  Intellus may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.  Intellus website  www.Intellusadvisors.com (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client as Intellus solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by Intellus with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

Disclosures: ADV Brochure

Disclosures: Wrap Brochure