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Montserrat Berenice Hernandez Melo

Advisor at TD private Client Wealth LLC — Clinton, SC

Updated today

Credentials

Series 65, Series 63

Experience

3 years

Location

Clinton, SC 29325

TD private Client Wealth LLC logo

TD private Client Wealth LLC

Enterprise

Total advisors

538

Across 121 offices

Clients per advisor

47 Low

Avg AUM per client

$270,263 Low

HNW client ratio

6% Low

About

Montserrat Hernandez Melo is a financial advisor with TD Private Client Wealth LLC, holding Series 65 and Series 63 licenses and three years of industry experience. She has worked at TD Bank NA since 2016, continuing her career when she joined TD Private Client Wealth LLC in 2023. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm employs a combination of strategic and tactical asset allocation across affiliated and third-party investments and uses a discretionary trading model supported by technology platforms and third-party custodians.

Client services

Based on TD private Client Wealth LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on TD private Client Wealth LLC

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting

Occupation focus

Based on TD private Client Wealth LLC

Founder/Business Owner

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Fee options

Percentage

$0 - $1,000,000: 1.50% $1,000,000 - $2,000,000: 1.05% $2,000,000 - $4,000,000: 0.85% $4,000,000+: 0.65%

Other

Account minimum: $1,000,000

Location

See office

Clinton, SC

819 S Broad Street

Clinton SC 29325

Advisors at this office

1

Most active in

Connecticut · Delaware · District of Columbia · Florida · Maine · Maryland · Massachusetts · Michigan · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Rhode Island · South Carolina · Texas · Vermont · Virginia

Work history

3 years of industry experience

TD Private Client Wealth LLC

2023 - Present • 3 years

Greenville, SC

Td Bank NA

2023 - Present • 3 years

Clinton, SC

Td Bank NA

2016 - 2023 • 7 years

Clinton, SC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John P

PFS™, Series 65

Clinton, SC

Savant Wealth Management

John Peay is a financial advisor at Savant Wealth Management with over 21 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Savant, he founded Peay and Associates LLC and spent more than two decades at Swaim Brown Wealth Management and its predecessors. In addition to his advisory work, he serves as a board member for AgSouth Farm Credit. Savant Wealth Management provides comprehensive wealth management and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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David R

Series 63, Series 65

Clinton, SC

Savant Wealth Management

David Ramage is a financial advisor at Savant Wealth Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Swaimbrown Wealth Management and Upstate Insurance Consultants, where he is a 50% owner of an independent insurance agency. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and operates with a large advisory team and integrated legal, accounting, and trust affiliates.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
user avatar

Christopher B

CFP®, Series 63, Series 66

Laurens, SC

Raymond James Financial

Christopher Benson is a CFP® professional with 27 years of industry experience, currently serving at Raymond James Financial Services Advisors Inc. since 2012. He is also the President of Benson Wealth Management, LLC, a support company he established to handle operating expenses and liability matters. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive

Sara H

Series 66

Laurens, SC

Edward Jones

Sara Hellman is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, she spent ten years with Spartanburg School District 6 and two years at Christ Church Episcopal School. Outside of her advisory role, she is involved with a family-operated home repair and house-flipping business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of managed strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management General estate planning guidance Retired Founder/Business Owner Executive

Gary D

Series 66

Clinton, SC

Edward Jones

Gary Davis is a financial advisor with Edward Jones in Clinton, SC, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Renee U

Series 63, Series 65

Laurens, SC

LPL Financial

Renee Underwood is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has worked at LPL Financial since 2010, following prior roles at Raymond James Financial and Raymond James Financial Services, Inc. Outside of her advisory work, she is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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