Michael Mendez is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TD Bank N.A. and TD Private Client Wealth LLC since 2013. 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, financial planning support, and custody services through a combination of affiliated and third-party sub-managers and uses a percentage-of-AUM wrap fee model.

Eric Maiuri is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding Series 66 and Series 63 licenses and bringing 22 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC and Citizens Securities, Inc. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm uses strategic and tactical asset allocation combined with both affiliated and third-party sub-managers to construct portfolios, providing ongoing management, financial planning support, and custody through third-party custodians.

Vruti Patel is a financial advisor at TD Private Client Wealth LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at TD Bank N.A. since 2014, including her current roles at TD Private Client Wealth LLC since 2020 and TD Bank N.A. since 2021. 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, utilizing strategic and tactical asset allocation through both affiliated and third-party sub-managers. The firm offers portfolio management, financial planning support, and custody services via third-party custodians.

Waseem Khan is a financial advisor at TD Private Client Wealth LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors, and Wells Fargo Bank. 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, offering portfolio management, financial planning support, and custody through third-party custodians. The firm utilizes a combination of strategic and tactical asset allocation, employing both affiliated and third-party sub-managers in its investment offerings.

Abraham Tillman is a financial advisor at TD Private Client Wealth LLC with two years of industry experience. He holds the Series 66 designation and has worked with TD Bank N.A. in various capacities since 2023. Outside of his advisory role, he has been involved with Tabernacle Baptist Church and WTBI Radio since 2017. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional clients, high‑net‑worth individuals, and retail clients. The firm offers portfolio management, financial planning support, and access to a range of investment products through a combination of affiliated and third‑party sub‑managers.

Darnel Webster is a financial advisor at TD Private Client Wealth LLC in New York, NY, holding Series 63 and Series 65 credentials with three years of industry experience. His prior roles include positions at PHX Financial, Inc. and Worldwide Flight Services. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, utilizing strategic and tactical asset allocation through both affiliated and third-party sub-managers.

Brett Payne is a financial advisor with TD Private Client Wealth LLC in Yarmouth, Maine. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior roles include positions at TD Bank N.A., Waites Sensor Technologies, Southern New Hampshire University, Irving Forest Products, American Income Life, and Sunday River. 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 TDIS clients. The firm employs a combination of strategic and tactical asset allocation utilizing affiliated and third-party sub-managers, with services including ongoing portfolio management, financial planning support, and custody through third-party custodians.

Joseph Santos is a CFP® professional affiliated with TD Private Client Wealth LLC in New York, NY, with 29 years of industry experience. He has worked at TD Bank NA and TD Private Client Wealth LLC since 2013. 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 (US) clients. The firm utilizes strategic and tactical asset allocation through a combination of affiliated and third-party sub-managers and offers portfolio management, financial planning support, and custody services.

Jeffrey Lageman is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 14 years of industry experience. Prior to joining TD Private Client Wealth in 2024, he worked at Merrill from 2014 to 2022 and has been with TD Bank since 2022. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, financial planning support, and access to a range of investment options through a technology platform supported by Envestnet.

Robert Giuffrida is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 designations and having 19 years of industry experience. His prior roles include positions with Charles Schwab Bank SSB, Charles Schwab and Co., Inc., and TDAmeritrade Inc. Outside of his financial advisory work, Giuffrida serves in the United States Coast Guard Auxiliary, where he supports boating safety, veterans, local charities, vessel safety checks, and environmental conservation. 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 uses a combination of strategic and tactical asset allocation with affiliated and third-party investment managers, offering portfolio management, financial planning, and custody services through a technology platform.

Joshua Sullivan is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Fidelity Investments and Citizens Bank. Outside of his advisory work, he serves as Secretary for the Hooksett Flag Football League in Hooksett, New Hampshire. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm utilizes a range of strategic and tactical asset allocation portfolios that incorporate affiliated and third-party sub-managers, offering ongoing portfolio management and financial planning support.

Michael Scott is a financial advisor at TD Private Client Wealth LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Edward Jones, LPL Financial LLC, and Allstate Financial Services. 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 utilizes a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Stephen Cooper is a financial advisor at TD Private Client Wealth LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at TD Bank N.A. since 2018 and at TD Private Client Wealth LLC since 2013. 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 uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party managers, offering ongoing portfolio management and financial planning support.

William Sessoms III is a financial advisor with TD Private Client Wealth LLC, holding Series 63, 65, and 66 credentials and possessing 25 years of industry experience. He has worked with TD Bank, N.A. and TD Private Client Wealth LLC since 2012. Outside of his advisory role, Sessoms serves as treasurer for the Cape Fear chapter of Southern Off Road Bicycle Association (SORBA). 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 TDIS clients. The firm uses a combination of affiliated and third-party sub-managers and employs a discretionary trading model that incorporates strategic and tactical asset allocation.

Danny Nguyen is a financial advisor at TD Private Client Wealth LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several major firms including Bank of America, Merrill, Wells Fargo, HSBC, and SunTrust. 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 combines strategic and tactical asset allocation through portfolios that include affiliated and third-party managers, offering comprehensive portfolio management, financial planning support, and custody services.

Khalid Najadat is a financial advisor at TD Private Client Wealth LLC in Philadelphia, PA, holding Series 63 and Series 65 designations with three years of industry experience. His prior work includes roles at Bank of America and AFH Sotheby's International Realty. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, combining strategic and tactical asset allocation through portfolios managed by affiliated and third-party sub-managers.

Anand Thakkar is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping busy professionals, business owners, and families develop coordinated, tax-aware financial strategies that align with their personal and long-term goals. Anand works closely with clients through personalized wealth management approaches, including college education planning, retirement income design, estate and legacy planning, tax minimization, and managing new wealth. With expertise in equity compensation strategies, concentrated positions, insurance and risk management, and philanthropic planning, Anand supports clients facing major financial events such as business sales, IPOs, and wealth transfers. He combines Merrill Lynch's investment insights with the banking and lending solutions of Bank of America to deliver comprehensive financial planning. Anand holds the Personal Investment Advisor designation and has completed executive education at Harvard Business School, in addition to earning a Bachelor's degree from Wayne State University. Anand is also committed to community involvement, volunteering with local organizations. Outside of work, he enjoys basketball, tennis, music, and reading. His approach emphasizes building one-on-one relationships to provide tailored, actionable financial strategies designed to help clients achieve their financial objectives.

Dennis Wakely is a financial advisor with TD Private Client Wealth LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at firms such as LPL Enterprise, Prudential Insurance Company of America, Fidelity Investments, and Charles Schwab. 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 combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers. The firm’s investment approach includes the use of TD Managed Portfolios and access to multiple custodians and advisory platforms.

Steven Di Corte is a financial advisor with TD Private Client Wealth LLC in Greenville, SC. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining TD Private Client Wealth LLC, his work history includes positions at Van Clemens & Co. Inc., Walgreens, Bickley Cooling, and Publix. 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 US clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers through its TD Managed Portfolios and other offerings.

John Orlikowski is a financial advisor with TD Private Client Wealth LLC in Ramsey, NJ, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior firms include TD Bank N.A., Bank of America, Merrill, Morgan Stanley, E*TRADE Securities, Equitable Advisors, and AXA Advisors. 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 customers. The firm employs a blend of strategic and tactical asset allocation utilizing both affiliated and third-party sub-managers, with custody and reporting supported by third-party custodians.