Bonnie Anderson
Senior Client Relationship ManagerAs a Senior Client Relationship Manager at Intellus Advisors, Bonnie Anderson plays a pivotal role in ensuring seamless top-tier client service and collaborates closely with firm leadership to implement forward-thinking operational strategies across the organization. With more than fifteen years of experience in wealth management operations, she has honed her expertise in transforming complex, multistep processes into streamlined systems that enhance efficiency and elevate the client experience.
Before joining Intellus, Bonnie worked with an independent Registered Investment Advisor (RIA) supporting multiple advisors nationwide, where she helped vet custodians and technology solutions to strengthen their independent practices. She is passionate about making a lasting difference and values being part of a firm that prioritizes both clients and employees.
A proud graduate of Rutgers University, Bonnie is originally from Cranford, New Jersey, and has called Sarasota home for more than a decade. She enjoys yoga, taking exercise classes, and golfing with friends—though she admits her swing is still a work in progress. A passionate Philadelphia sports fan, she never misses a chance to cheer on her teams – Go Birds! She and her husband, Dean, of 25 years share three college-aged children and a rescue dog.
