Glendon Marcelle is a financial advisor at TD Private Client Wealth LLC with six years of industry experience. He has been with TD Private Client Wealth since 2020 and has held various roles at TD Bank N.A. since 2015. 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 portfolio management, financial planning support, and access to a range of investment options through a platform combining strategic and tactical asset allocation with both affiliated and third-party managers.

Taylor House is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining TD Private Client Wealth, Taylor worked at TD Bank and The Walt Disney Company. Outside of advising, Taylor operates an online resale business specializing in collectible items under the name House of Mouse. 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 through multiple portfolio offerings that include affiliated and third-party sub-managers.

Duncan Parsley is a financial advisor with TD Private Client Wealth LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior work includes 11 years at JPMorgan Securities LLC before joining TD Private Client Wealth LLC and TD Bank N.A. He is currently associated with TD Private Client Wealth LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services primarily to institutional clients, high-net-worth private clients, and retail clients. The firm uses a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers to construct portfolios.

Franklin Lainez is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2018, and previously worked at CVS Health from 2016 to 2018. 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 uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody services through a technology platform and third-party custodians.

Sheldon Walker is a financial advisor with TD Private Client Wealth LLC in New York, NY, holding Series 63 and Series 66 credentials. He has experience at several major financial institutions including TD Bank N.A., Bank of America N.A., Merrill, Santander Securities, and Wells Fargo Clearing, spanning from 2014 to present. 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 employs a mix of strategic and tactical asset allocation across portfolios, utilizing both affiliated and third-party sub-managers, with technology and custody support from Envestnet and Pershing.

Hansfred Jean is a financial advisor with TD Private Client Wealth LLC in New York, NY, holding Series 63 and Series 65 credentials with five years of industry experience. He has worked at TD Bank N.A. and TD Private Client Wealth LLC since 2014. Outside of finance, he serves as a Direct Care Counselor at Independent Living Association, helping a visually impaired individual with daily living skills. 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 affiliated and third-party sub-managers and a technology platform for portfolio management and reporting.

Dominic Milito is a financial advisor at TD Private Client Wealth LLC with 25 years of industry experience. He holds the Series 63 and Series 65 designations. His career includes roles at LPL Financial and TD Bank prior to joining 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 using both affiliated and third-party sub-managers.

Willie Wheat is a financial advisor at TD Private Client Wealth LLC with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Charles Schwab, Bank of America, Merrill, and Morgan Stanley Private Bank. He has maintained an affiliation with Cornell University since 2019. 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 offers portfolio management, financial planning support, and uses a combination of affiliated and third-party investment managers in its portfolio construction.

Yan Liu is a financial advisor at TD Private Client Wealth LLC in New York, NY, holding Series 63 and Series 65 credentials. Yan has over four years of experience in the financial industry, with prior roles at HSBC Bank USA, HSBC Securities (USA) Inc., and J.P. Morgan Securities. 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 sub-managers within its portfolio construction.

Julian Montaque Williams is a financial advisor at TD Private Client Wealth LLC in New York, NY, holding Series 63 and Series 65 credentials with six years of industry experience. His career includes roles at TD Bank N.A. and HSBC Securities (USA) Inc. He has been with TD Private Client Wealth LLC since 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 clients. The firm constructs portfolios combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, providing ongoing portfolio management, financial planning support, and custody services.

Chi Mak is a financial advisor with TD Private Client Wealth LLC in New York, NY, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, Apple Bank for Saving, Infinex Investments, Inc., and Flushing Savings Bank. 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 uses a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers to construct portfolios, offering ongoing portfolio management, financial planning support, and custody services.

Rebecca Grinberg is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation. She joined the firm in 2024 and has prior experience at TD Bank, Buck Consulting, and the University at Buffalo’s Jacobs School of Management. TD Private Client Wealth LLC offers discretionary managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers.

Mohammed Islam is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes positions at TD Bank N.A. and Astoria Bank. 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 offers portfolio management, financial planning support, and access to various investment products through a combination of affiliated and third-party sub-managers.

Rossana Ionescu is a financial advisor with TD Private Client Wealth LLC in New York, NY, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Her career includes roles at TD Bank N.A. and Lord Capital LLC. 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, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Sunny Lee is a Series 66-licensed financial advisor with TD Private Client Wealth LLC in New York, NY, and has over seven years of experience in the financial industry. His prior roles include positions at TD Bank NA and Ridgewood Savings Bank, as well as Frekhtman & Associates. 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 combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and offers ongoing portfolio management, financial planning support, and custody services.

Tristan Cort 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 firms including Grove Point Advisors LLC and Cort Financial Consultants. Prior to his financial advisory roles, he has experience with organizations such as Florida Atlantic University and Summit Public Schools. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation, employing both affiliated and third-party sub-managers.

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.

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.

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.

Dario Polci is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and having five years of industry experience. His prior firms include Equitable Advisors, The Prudential Insurance Company of America, Pruco Securities LLC, and New York Life. Outside of finance, he works as a DJ in the entertainment sector. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients, employing a mix of strategic and tactical asset allocation with both affiliated and third-party sub-managers.