John Montgomery is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones, International House Associates, and Valley National Bank. Outside of advising, he manages and handles bookkeeping duties for International House Associates, a real estate holding business. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm employs a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Alexander Stoner is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and based in Greenville, SC. He began his advisory career in 2025 and has prior experience at Thrivent Financial and Thrivent Investment Management Inc. Outside of advising, he operated a mobile detailing business for several years. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm utilizes a mix of strategic and tactical asset allocation through its TD Managed Portfolios and employs both affiliated and third-party investment managers in its portfolio construction.

Irina Kokini is a financial advisor at TD Private Client Wealth LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at TD Bank N.A. and Citigroup. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Elicito Montero is a financial advisor at TD Private Client Wealth LLC with 17 years of industry experience. He holds the Series 66 credential and has worked at firms including Fidelity Investments, TD Ameritrade, and ScottTrade. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party managers.

Gwennette Morant is a financial advisor with TD Private Client Wealth LLC, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. She has been with TD Private Client Wealth LLC since 2013 and also works at TD Bank, N.A., where she has been employed since 2008. Outside of her advisory role, she provides library services as a desk clerk at the Richland County Library. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party managers, providing ongoing portfolio management, financial planning, and custodial support.

Rosa Pachon is a Series 66-licensed financial advisor with TD Private Client Wealth LLC, based in Sarasota, FL. She has 21 years of industry experience, including 14 years with TD Bank, N.A. and TD Private Client Wealth LLC. 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 both affiliated and third-party investment managers.

Erin Eads is a financial advisor with TD Private Client Wealth LLC, holding a Series 65 credential and four years of industry experience. She has been with TD Private Client Wealth since 2021 and has worked at TD Bank N.A. since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm constructs portfolios using strategic and tactical asset allocation with both affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody through third-party custodians.

Benjamin Gonsier is a Series 66-registered advisor with TD Private Client Wealth LLC, based in White Plains, NY, with four years of industry experience. His prior roles include positions at Goldman Sachs Ayco Personal Financial Management, Merrill, Bank of America, and TD Bank N.A., along with service in the United States Air Force. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Maria De Los Reyes is a financial advisor at TD Private Client Wealth LLC with 18 years of industry experience. She holds a Series 66 license and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing Services, and UBS Financial Services. TD Private Client Wealth LLC serves institutional clients, high-net-worth private clients, and retail clients through discretionary wrap-fee managed account programs and brokerage services. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers and offers financial planning support and custody services.

Frank Hartsfield IV is a CFP® with 15 years of industry experience, currently serving as a financial advisor at TD Private Client Wealth LLC in Jacksonville, FL. He has been with TD Bank N.A. and its affiliated firms since 2020, following a 15-year tenure at BB&T and BB&T Asset Management, Inc. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm offers portfolio management, access to various investment products, financial planning support, and custody services, utilizing both affiliated and third-party sub-managers through a discretionary trading authority model.

Raymond Ferry is a financial advisor with TD Private Client Wealth LLC, holding Series 65 and Series 63 credentials and 15 years of industry experience. His career includes roles at Raymond James Financial Services and Christopher Financial Group. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers and offers portfolio management, financial planning, and custody services through advanced advisory platforms.

Daniel Bremen is a financial advisor with TD Private Client Wealth LLC in Princeton, NJ. He holds the Series 63 and Series 65 licenses and has 15 years of industry experience. His work history includes roles at TD Bank N.A. and PNC Bank, where he has been employed since 2012. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Brian White is a financial advisor with TD Private Client Wealth LLC in Greenville, SC, holding Series 63 and Series 66 licenses and having 28 years of industry experience. His prior work includes roles at multiple firms such as Girard Securities, Cetera Advisors LLC, and United Planners. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, utilizing a blend of strategic and tactical asset allocation through TD Managed Portfolios and affiliated sub-managers.

Cesar Basora is a financial advisor with TD Private Client Wealth LLC holding a Series 66 designation and two years of industry experience. His prior work includes roles at Merrill and LPL Enterprise. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors, utilizing a range of portfolio management strategies and a combination of affiliated and third-party sub-managers.

Jennifer Olenik is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and possessing 30 years of industry experience. Her career includes positions at Morgan Stanley, E*TRADE Securities LLC, and Rafferty Capital Markets, LLC. She is based in Melville, NY. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm uses a combination of strategic and tactical asset allocation through its TD Managed Portfolios and partners with both affiliated and third-party sub-managers.

Meco Womack is a financial advisor at TD Private Client Wealth LLC with 26 years of industry experience. He holds the ChFC® designation alongside Series 63 and Series 66 licenses. His previous roles include positions at Wells Fargo Securities LLC, LPL Financial, and Cornerstone Wealth. TD Private Client Wealth LLC serves institutional and high-net-worth clients through discretionary wrap-fee managed accounts and brokerage services, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Beatriz Pallares is a Series 66-licensed financial advisor with TD Private Client Wealth LLC in New York, NY, where she has worked since 2012. She has 13 years of industry experience and has been affiliated with TD Bank, N.A. since 2009. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm combines strategic and tactical asset allocation with investments managed by both affiliated and third-party sub-managers, providing ongoing portfolio management and financial planning support.

Hakan Uludag is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and four years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, utilizing a combination of strategic and tactical asset allocation across affiliated and third-party investment managers.

Ethan Goodman is a financial advisor at TD Private Client Wealth LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo, Mass Mutual, Voya, and Prudential. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, employing a combination of strategic and tactical asset allocation through affiliated and third-party sub-managers.

Shawn Neice is a financial advisor at TD Private Client Wealth LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including PNC Investments LLC, Santander Securities, Lord, Abbett & Co. LLC, and Uber. Neice is currently based in Princeton, NJ. 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 constructs portfolios using a combination of affiliated and third-party managers, offering ongoing portfolio management, financial planning support, and custody services.