Foundation for Personal Financial Education

Gillian draws upon over twenty-five years experience in banking and the capital markets and her extensive knowledge of financial services. She began her career at the Bank of England in London and subsequently moved to International Syndicated Bank Loans at Citicorp, became Vice President and Head of Secondary Market Bank Loan Sales at Bank of America, NYC then Director of Investor Relations at GE Capital Markets Services. Since 2002 she has worked as a wealth manager with individuals and small business owners who are seeking a comfortable retirement and need experienced, ethical, professional support. She has been recognized for her work each year since 2003 with National Sales Awards by her broker dealer, Genworth Financial Securities Corporation and in 2010 achieved Gold Premier Consultant status with Genworth Financial Wealth Management.

Gillian graduated BS with honors, University College London and with a post graduate Diploma in Business Studies, City of London University. She is a Registered Representative and Investment Adviser Representative with Series 7, 63 and 65 FINRA registrations and has Life, Health, Annuities and Long-Term Care Insurance Licenses.

She has lived in Westport with her husband and two daughters for 20 years and has been involved in many community organizations. She currently serves as Chairperson of the Council of the Westport Weston United Methodist Church, on the Board of Directors of the Westport Weston Chamber of Commerce and is a member of the Rotary Club of Westport.

Anne is a seasoned professional with over 20 years of financial experience. She began her career in the media industry where she held financial and strategic leadership positions in Fortune 500 and private equity companies and, as Vice President of Finance for a business media company, directed her division’s corporate financial planning process. She transitioned to personal financial planning and was a Financial Adviser at Bank of America/Merrill Lynch in Westport, CT where she earned both Chartered Retirement Planning Counselor® and CERTIFIED FINANCIAL PLANNER™ certifications, prior to joining Anderson Wealth Management. Anne also is a Registered Representative and Investment Adviser Representative with Series 7 and 66 FINRA registrations and has Life, Health, Fixed Annuities and Long-Term Care Insurance Licenses. A graduate of Dartmouth College, Anne also obtained her MBA in finance/accounting from Washington University in St. Louis.

She is a member of the Entrepreneurial Women’s Network and volunteers as a SCORE counselor to small businesses. She lives in Norwalk with her husband.