Fixed income interest rate market monitor
September 30, 2024 - RBC Wealth Management Read more (IRMM)Eric Anderson, AWM
Senior Vice President - Financial Advisor
Eric began his career in financial services in 2001. He primarily helps confirm clients have the right wealth management plan and portfolio allocations to achieve a comfortable retirement. He attended Breck School and graduated from St. Olaf College with a degree in economics and finance. Eric was named a Forbes Best-In-State Wealth Advisor in 2024. He passed the Series 7 and 66 exams and is life and health insurance licensed.
In 2016, Eric was selected as one of the Minneapolis/St. Paul Business Journal’s 40 under 40 for leadership in the Twin Cities community. He is involved with various organizations in the community, and helped launch the Minneapolis Chamber of Commerce’s DRIVE (Developing & Retaining Individuals with Vision & Energy) Emerging Leaders program in 2005. In addition to serving as chair for the DRIVE program, he served on the board for the Minneapolis Regional Chamber of Commerce, MacPhail Center for Music and the Children’s Theatre Company. Eric was also named one of Twin Cities Finest by the Cystic Fibrosis Foundation and received the Norm McGrew Volunteer of the Year Award, which honors an individual for dedication to service in the community. He has served on the Alumni Council of Breck School and is also a member of Spring Hill Golf Club.
A Minnesota native, Eric lives in Orono with his wife, Jillian, their son, Dean, daughter, Addie, and dog, Darby. His interests outside of work include golf, hockey and travel.
<p>The 2024 Forbes "Best-In-State Wealth Advisors" award was announced April 2024. Data as of 6/30/2023. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor based on qualitative criteria such as: best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.</p>
Reid Anderson
Associate Vice President - Financial Advisor
Reid has over 15 years of experience in the financial industry. In addition to his experience in wealth management at RBC, Reid has worked as a market maker for Marquette Partners in Chicago, as well as with Cargill in the commodity markets. He has always had a passion for financial markets and enjoys using his trading experience to evaluate trends and news events that ultimately drive market behavior. Reid graduated from Breck High School and went on to St. Olaf College where he received a dual degree in economics and German with a minor in finance. He has passed the Series 7 and 66 exams and holds his life and health insurance licenses.
Reid's goal is to utilize his market knowledge and experience to customize a wealth and retirement plan for each and every client. He is dedicated to getting to know our clients, their families while building long-lasting relationships.
Reid lives in Excelsior with his wife, Jenna, and their two children Siena and Brooks. In his free time, Reid enjoys playing golf, embracing Minnesota winters by playing hockey on local ponds and traveling to visit friends and family across the country.
Taylor Johnson,
Senior Financial Associate
I began at RBC Wealth Management in 2012 as a margin specialist and in 2015 moved to execution services within RBC’s trading floor. During that time, I advised and executed equity options and block trades for RBC registered investment advisors and RBC Advisory Operations. In 2017, I joined the Anderson Wealth Management Group as a senior financial associate.
I chose a career in financial services because I wanted to do something meaningful and make a difference by helping people with their financial goals. I enjoy getting to know our clients on a personal level to fully understand their goals. I use my experience and knowledge to educate our clients and build a strong rapport.
I have passed the Series 7, 65 and 63 exams. I also attended the University of Minnesota, Morris where I studied statistics.
A Minnesota native, I graduated from Lakeville North High School where I played hockey and football. Currently, I live in Chaska, Minnesota, with my wife, Abby, and our three boys Everett, Easton and Ellis. I enjoy coaching my sons’ little league teams while finding extra time for the golf course and fishing.
Grace Lee
Client Associate
Taking control over your wealth is important, but it can be difficult. As a member of Anderson Wealth Management Group, my top priority is working to make sure each client feels respected, heard and trusted. We help clients build a path toward financial security, allowing them to feel in control and live a more fruitful life.
I joined RBC Wealth Management in 2021. Previously, I worked as a personal caregiver and then as a behavior technician at an autism clinic. In both roles I learned the importance of building rapport with clients and their families through one-on-one interactions. During that work, I also grew to understand and appreciate the importance of financial security and flexibility.
I earned a bachelor’s degree with a specialization in speech-language-hearing science and a minor in business from the University of Kansas.
Born and raised in Plymouth, Minnesota, I have a golden doodle named Monte. In my spare time, I enjoy working out, trying new recipes, exploring/supporting local restaurants and establishments, and cheering for our Minnesota sports teams!
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Interest rates will … fluctuate; your investment strategy shouldn’t