Ryan Macfarland is a financial advisor at TD Private Client Wealth LLC with nine years of industry experience. He holds Series 63 and Series 65 credentials and has been with TD Private Client Wealth LLC since 2020, following a tenure at TD Bank and TD WMSI starting in 2011. 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 emphasizes strategic and tactical asset allocation using both affiliated and third-party sub-managers within a wrap-fee structure.

Mohammad Azeem is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TD Private Client Wealth LLC and TD Bank since 2021. Prior to that, he was employed at ACUO Consulting and Silkbank Limited. 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 combines strategic and tactical asset allocation with investments from affiliated and third-party managers, offering portfolio management, financial planning, and custody services through established advisory and custodial platforms.

Jeffrey Hunter is a financial advisor with TD Private Client Wealth LLC, holding Series 63, Series 65, and Series 66 licenses and 23 years of industry experience. He has worked at TD Bank N.A. and its affiliated entities since 2013, currently based in Exton, PA. 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 utilizes a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, offering financial planning support and custody through third-party custodians.

Jenna Rodes is a financial advisor with TD Private Client Wealth LLC in New York, NY, holding a Series 66 designation and 11 years of industry experience. She has worked with various divisions of TD Bank since 2014. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a blend of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Sunny Lee is a financial advisor at TD Private Client Wealth LLC based in New York, NY. He holds the Series 66 designation and has experience working at TD Bank NA since 2022 as well as prior roles at Ridgewood Savings Bank and Frekhtman & Associates. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services primarily to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm’s investment approach includes strategic and tactical asset allocation through proprietary portfolios and a combination of affiliated and third-party managers.

James Henry Jr. 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. since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients, utilizing a combination of affiliated and third-party sub-managers alongside strategic and tactical asset allocation.

Dale Morra is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and possessing five years of industry experience. He has worked within TD Bank and its affiliated entities since 2012. Outside of his advisory role, Morra volunteers as a certified lifeguard at the YMCA Rocky Run. 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 integrates strategic and tactical asset allocation using both affiliated and third-party managers, offering comprehensive portfolio management and financial planning support.

Elizabeth Bussanich is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. She has three years of industry experience, including prior roles at TD Bank N.A. and a nearly three-decade tenure at BMO Capital Markets. Outside of her advisory work, Bussanich assists with bookkeeping for the Spring Lake Hope Foundation, a nonprofit supporting children with rare illnesses and special needs. TD Private Client Wealth LLC offers discretionary managed account programs and brokerage services to institutional and high-net-worth clients, employing strategic and tactical asset allocation across affiliated and third-party managers.

Tristan Cort is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Grove Point Advisors LLC, Grove Point Investments LLC, and operated Cort Financial Consultants. 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, offering portfolio management, financial planning support, and custody through third-party custodians. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers.

Joshua Eisenberg is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at Sapphire Capital, Sage Marketing US, and Starbucks Corporate Company. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Krystle Batlle is a financial advisor at TD Private Client Wealth LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining TD in 2022. 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, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Paulson Edum is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with TD Private Client Wealth LLC and has previously worked at firms including Fidelity Investments, Equity Services Inc, and Cetera. Outside of his advisory role, Edum serves as Treasurer and Chair of the Finance Committee for the NAACP Manchester Branch. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a range of proprietary and third-party investment portfolios combined with ongoing financial planning and reporting support.

Catalina Alexander is a financial advisor at TD Private Client Wealth LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at TD Private Client Wealth LLC and TD Bank, N.A. for over a decade, as well as a brief tenure at Merrill. 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 uses a combination of strategic and tactical asset allocation through its TD Managed Portfolios and related offerings, employing both affiliated and third-party sub-managers.

Christian Wilson is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. He holds a Series 66 designation and has worked within the TD organization since 2016, including roles at TD Auto Finance and TD 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. The firm combines strategic and tactical asset allocation using both affiliated and third-party sub-managers and offers portfolio management, financial planning support, and custody services through third-party custodians.

Stacy Putnam is a financial advisor at TD Private Client Wealth LLC in Boston, MA, with 13 years of industry experience. She holds the Series 66 designation and has been with TD Bank and TD Private Client Wealth since 2012. Outside of her advisory role, she manages a seasonal Airbnb rental property with her husband. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm employs a combination of strategic and tactical asset allocation through portfolios that include both affiliated and third-party managers.

Karen Weinhold is a Series 66 licensed financial advisor with TD Private Client Wealth LLC, based in Andover, MA, with 13 years of industry experience. She has been with TD Private Client Wealth LLC since 2013 and has held roles at TD Bank, N.A. since 2005, totaling 18 years at the firm. 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 combines strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody through third-party custodians.

Brian Mc Donald is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at TD Bank N.A., Citizens Bank, New York Life Insurance Company, and the Washington Redskins/Commanders. 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 constructs portfolios using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, delivering ongoing portfolio management, financial planning support, and custody services.

Elias Mendoza is a financial advisor at TD Private Client Wealth LLC in New York, NY, holding a Series 66 credential with two years of industry experience. Prior to joining TD Private Client Wealth LLC, he worked at LPL Enterprise and The Prudential Insurance Company of America. 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 affiliated and third-party investment managers across various portfolio solutions.

Sarah Smets is a financial advisor at TD Private Client Wealth LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at Citizens Securities Inc., Citizens Bank, and Lake Street Advisors. Outside of her advisory role, she has engaged in network marketing for hair care products, which provided passive income. TD Private Client Wealth LLC serves institutional clients, high-net-worth individuals, and retail clients through discretionary managed account programs and brokerage services. The firm utilizes a combination of strategic and tactical asset allocation with investments from both affiliated and third-party managers.

Jonathan Bass is a financial advisor with TD Private Client Wealth LLC in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at firms such as JP Morgan Securities, Wells Fargo Advisors, and Cetera Investment Services. 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 with investments from affiliated and third-party sub-managers.