Patrick McGuiness is a financial advisor with TD Private Client Wealth LLC in Manchester, NH, holding a Series 66 designation and 12 years of industry experience. His work history includes roles at TD Bank N.A., Mutualink Inc., Citizens Bank, and Bank 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 TDIS clients, utilizing a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers.

Karen Weinhold is a financial advisor at TD Private Client Wealth LLC with 13 years of industry experience. She holds a Series 66 designation and has worked with TD Bank, N.A. and its affiliated entities since 2005. 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 uses a combination of strategic and tactical asset allocation and manages portfolios through affiliated and third-party sub-managers.

Cheryle Maloon is a financial advisor with TD Private Client Wealth LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 18 years of industry experience, including roles at Northwestern Mutual Investment Management and Gregory Telge prior to joining TD Bank in 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 TDIS clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Joshua Sullivan is a financial advisor with TD Private Client Wealth LLC in Manchester, NH, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Fidelity Investments, Citizens Bank, and CCO Investment Services. 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 private clients, and retail investors. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers, offering ongoing portfolio management and financial planning support.

Nicole Jalbert is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Her career includes roles at TD Private Client Wealth LLC, TD Bank N.A., NYLIFE Securities LLC, New York Life Insurance Company, and Massachusetts General Hospital. 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 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 through third-party custodians.