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Who We Are

Robert E. Baxter, CLU, ChFC

Bobby majored in biology at Wilmington College (1961-1965). He began his career in the financial services industry in October 1965 and served in the North Carolina Army National Guard from 1965 to 1974. Bobby is an investment advisor representative, multi-licensed in life insurance, health insurance, annuities, and securities*, and he is a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC). He completed his CLU and ChFC coursework through the American College in 1980 and 1989 respectively. Bobby is a Life Qualifying Member of the Million Dollar Round Table and a member of both the Society of Financial Services Professionals and the Financial Planning Association. He's also an active member of the Estate Planning Council of Charleston and the St. Andrew's Rotary Club. Bobby is an avid fisherman and loves being on the water. He also volunteers at his church and plays the clarinet.

Jeffrey O. Anderson, CLU, RHU, REBC

Jeff is a Registered Employee Benefits Consultant (REBC), a Registered Health Underwriter (RHU), and a Chartered Life Underwriter (CLU). Very few people in South Carolina have earned all three of these credentials. Jeff is a graduate of the University of South Carolina (1989) where he earned a Bachelor of Science degree in Finance, and he completed his coursework for his REBC, RHU, and CLU through the American College. He has been serving his clients in the financial services industry since 1989. He is an investment advisor representative and is multi-licensed in life insurance, health insurance, annuities, and securities*. Jeff is currently an active member and past president of the National Association of Insurance and Financial Advisors (NAIFA) and belongs to the Society of Financial Services Professionals. In his free time Jeff loves golfing and volunteering at his church and in the community.

Investment Advisor Representatives with and Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA) member FINRA, SIPC and a Registered Investment Advisor. Non-Securities products and services are not offered through TFA.

Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA) member FINRA, SIPC and a Registered Investment Advisor. Non-Securities products and services are not offered through TFA. R.E. Baxter and Associates, Inc is not affiliated with TFA.

This Web site offers links to companies that have business relationships with R.E. Baxter & Associates, Inc. Once a hyperlink is activated, you will be leaving R.E. Baxter & Associates, Inc. and operate outside R.E. Baxter & Associates, Inc. Neither R.E. Baxter & Associates, Inc. nor Transamerica Financial Advisors, Inc. (“TFA”) is responsible for the validity, completeness or accuracy of any information provided on those sites to which you may link. Furthermore, neither R.E. Baxter & Associates, Inc. nor TFA shall be liable for any direct or indirect system damage or other problems you may incur as a result of linking to any other Web site, including any consequences arising from your accessing third-party technologies, sites, information and programs made available through R.E. Baxter & Associates, Inc.

Transamerica Financial Advisors, Inc. (TFA) and its representatives do not give tax or legal advice. This material is provided for informational purposes only and should not be construed as tax or legal advice. Clients and other interested parties are urged to consult with and rely solely upon their own independent advisors regarding their particular situation and concepts presented here.

Discussions of various planning strategies and issues are based on our understanding of applicable federal income, gift and estate tax laws in effect at the time of publication. However, tax laws are subject to interpretation and change, and there is no guarantee that the relevant tax authorities will accept any interpretations set forth in this material. Additionally, this material does not consider the impact of applicable state laws upon clients and prospects.

Although care was taken in preparing this material and presenting it accurately, TFA disclaims any express or implied warranty as to the accuracy of any material contained herein and any liability with respect to it. This information is current as of the date stated on the material.