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Financial Advisor

Jodi Anderson

Jodi Anderson

Jodi Anderson

Name:

Jodi Anderson

Job Title:

Financial Advisor

Where did you grow up?

Burlington, Iowa

What year did you begin your career at Two Rivers Bank & Trust?

2012

Can you please explain your current role?

I perform operations for the brokerage department as well as advising and helping clients achieve their financial goals.

Leading up to your current job, what other experience do you have related to the banking industry?

I started my financial services career in 2009. My experience is not necessarily in banking, but I did work with a lot of numbers. I worked as a legal assistant for a local attorney doing various things such as assisting with probate, preparing closing statements for real estate transactions and tax preparing.

Do you have any special certificates / awards or designations?

I hold Series 7, 63 and 65 and my Life Insurance License.

Please highlight your community involvement.  

I have been a Junior Achievement Volunteer, member of Kings Daughters, participate in Paint-a-thon, and volunteer for various school activities.

What do you enjoy most about your role at Two Rivers Bank & Trust?

I love to help people. My role allows me to help people with small things such as distributions to big things as helping them attain their financial goals.

What does being a good neighbor mean to you?

It means serving our customers that we see around town, in restaurants, grocery stores, and at sporting events for our local community. It allows us to make more personal relationships when we serve people locally.

Contact: 319-753-2837

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Investment and Insurance Products: Are Not insured by the FDIC or any other federal government agency; Are Not deposits of or guaranteed by the Bank or any Bank Affiliate; May lose value