Joseph Anderson is a financial advisor with TD Private Client Wealth LLC in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at The Vanguard Group, Regions Bank, Cetera, and Wells Fargo Advisors. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a range of portfolios that combine strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Jayson Multer is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and one year of industry experience. Prior to joining TD, he worked for nine years at Abercrombie & Fitch / Hollister Co. 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 strategic and tactical asset allocation combined with investments from affiliated and third-party sub-managers.

Francisco Navarro is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2018, with prior roles at US Health Advisors, Infinite Management Solutions, and Enterprise Rent-A-Car. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of strategic and tactical asset allocation and access to both affiliated and third-party investment managers.

Marilyn Sullivan is a Series 66-licensed financial advisor with 12 years of industry experience. She currently works at TD Private Client Wealth LLC and TD Bank N.A., having joined both firms in 2022. Her prior experience includes roles at Mountain One Investments Group, Commonwealth Financial Network, and Morgan Stanley. 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 utilizes a combination of strategic and tactical asset allocation through proprietary managed portfolios and employs both affiliated and third-party sub-managers.

Brian White is a financial advisor with TD Private Client Wealth LLC in Troy, NY, holding a Series 66 designation and seven years of industry experience. He has been affiliated with multiple educational institutions as an adjunct professor, teaching various business and finance courses. His prior experience includes roles at TD Bank N.A. and Saratoga National Bank. 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 mix of strategic and tactical asset allocations through both affiliated and third-party managers, offering portfolio management, financial planning, and custody services.

Raymond Dewar III is a financial advisor with TD Private Client Wealth LLC in Bernardsville, NJ, holding Series 66, 63, and 65 licenses and 14 years of industry experience. His career includes roles at TD Bank N.A., JPMorgan Chase Bank, JP Morgan Securities LLC, and Morgan Stanley. Outside of his advisory work, he operates an eBay business selling auto parts. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning, and custody services through a range of proprietary and third-party investment solutions.

Alain Martin is a financial advisor with TD Private Client Wealth LLC in New York, NY, holding Series 63 and Series 65 licenses. He has four years of industry experience, including roles at TD Bank N.A. and Sterling National Bank. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth individuals, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Ramon Hernandez is a financial advisor at TD Private Client Wealth LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2021, following a decade at TD Ameritrade 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 TDIS clients. The firm offers ongoing portfolio management, financial planning support, and access to a range of investment products through a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers.

Masroor Hassan is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and five years of industry experience. His work history includes roles at TD Bank N.A. from 2018 to the present, alongside a brief tenure at SunTrust Bank in 2017. 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 with investments from affiliated and third-party managers, offering ongoing portfolio management, financial planning support, and custody services.

Andre Campbell is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at TD Bank N.A. since 2013, joining TD Private Client Wealth LLC in 2020. 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 via third-party custodians.

Lisa Nelson is a financial advisor at TD Private Client Wealth LLC with seven years of industry experience. She holds a Series 66 designation and has worked at TD Bank N.A. since 2023, following tenures at TD Private Client Wealth LLC and M&T 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 TDIS (US) clients, offering portfolio management, financial planning support, and access to a range of investment products through affiliated and third-party sub-managers.

Anthony Slovick is a CFA® charterholder and holds Series 63 and Series 66 licenses, with seven years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2023, previously serving at Bank of America N.A. and Merrill from 2020 to 2023, and Hancock Whitney Bank from 2007 to 2020. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation through a mix of affiliated and third-party sub-managers. The firm offers portfolio management, financial planning support, and custody services using technology platforms from Envestnet and custody through Pershing.

Dario Polci is a financial advisor with TD Private Client Wealth LLC, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at TD Bank N.A., Equitable Advisors, LLC, The Prudential Insurance Company of America, and New York Life. Outside of finance, he is active as a DJ in the entertainment industry. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, using a blend of strategic and tactical asset allocation with investments from both affiliated and third-party managers.

Michael Howard is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Merrill, JP Morgan Securities LLC, and Pruco Securities LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party managers.

Harrison Quimby is a financial advisor at TD Private Client Wealth LLC with Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at The Vanguard Group and Curi Capital. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Andrew Mischel is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Citi Private Bank for four years and UBS AG - Private Bank for 22 years. 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 investments from affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody services.

Taha Siddiqui is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and having nine years of industry experience. His work history includes roles at TD Bank N.A., TD Bank LLC, Wells Fargo Funds Distributor, LLC, and Putnam Investments. 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 constructs portfolios using a combination of strategic and tactical asset allocation across affiliated and third-party sub-managers and offers ongoing portfolio management, financial planning support, and custody through third-party custodians.

Ilir Rrapi is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. He has two years of industry experience, including prior roles at Edward Jones, Eagle Strategies (NY Life), New York Life Insurance Company, and Bank of America, N.A. 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 affiliated and third-party sub-managers and offers ongoing portfolio management, financial planning support, and custody services.

Summer Matthews is a CFP® with six years of industry experience, currently serving at TD Private Client Wealth LLC. Her prior roles include positions at Raymond James Financial Services Advisors, Boynton Financial Group, PNC Investments, and Merrill. Matthews is based in West Palm Beach, FL, and holds a Series 66 license. 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 offers portfolio management, financial planning support, and access to a range of investment products through strategic and tactical asset allocation, utilizing both affiliated and third-party sub-managers.

Rechard Alexander 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 at Goldman Sachs, UBS, and TD Bank N.A. He is also involved with Parla Mystic Corporation. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation through both affiliated and third-party sub-managers.