Bryan Mcnamara is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at WSFS Wealth Investments, Commonwealth Financial Network, and Valic Financial Advisors. 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 managed by both affiliated and third-party sub-managers.

Amy Baird is a financial advisor with TD Private Client Wealth LLC in Exton, PA, holding Series 63 and Series 65 licenses and 23 years of industry experience. Prior to joining TD Private Client Wealth LLC in 2025, she worked at LPL Financial for 11 years. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering financial planning support and custody through third-party custodians.

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.

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.

Christian Thompson is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at TD Bank N.A. and The Vanguard Group, Inc., among other positions. 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 a mix of affiliated and third-party sub-managers, utilizing platforms such as Envestnet and Pershing for advisory technology and custody services.

Jacob Peck is a financial advisor with TD Private Client Wealth LLC in Exton, PA, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with TD Private Client Wealth LLC and 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 clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody services.

John Fitzgerald 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 Bank of America, Merrill, and Citizens Bank. 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 employs a combination of strategic and tactical asset allocation through TD Managed Portfolios and Guided Portfolios, utilizing affiliated and third-party sub-managers.

Raymond Ferry is a financial advisor at TD Private Client Wealth LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services Advisors Inc. and Christopher Financial Group. 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 employs a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Viral Patel is a financial advisor at TD Private Client Wealth LLC with 26 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley, Bank of America, and Merrill. 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 managers and offers portfolio management, financial planning support, and custody services.

Kevin Mcgarvey is a financial advisor at TD Private Client Wealth LLC with two years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining TD Private Client Wealth LLC, he worked at Bank of America for 13 years. 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 a range of portfolio management options utilizing both affiliated and third-party sub-managers, with a focus on strategic and tactical asset allocation.

Gunjan Ahuja is a financial advisor at TD Private Client Wealth LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Hilltop Securities and Capital One Investing, LLC. 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 through portfolios that include both affiliated and third-party sub-managers.