Thomas Carrion is a financial advisor at TD Private Client Wealth LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining TD Private Client Wealth LLC and TD Bank N.A. in 2025, he worked at Pruco Securities, LLC from 2006 to 2024. 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 a variety of investment vehicles through a combination of strategic and tactical asset allocation using both affiliated and third-party managers.

Dylan Sheehan is a financial advisor at TD Private Client Wealth LLC with two years of industry experience. He holds a Series 66 designation and has worked at TD Bank N.A. since 2022. 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 portfolio management, financial planning support, and custody services through a technology platform.

Abraham Tillman is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Uber and TD Bank N.A. Outside of his financial career, he has been involved with Tabernacle Baptist Church and WTBI Radio since 2017. 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 portfolio management, financial planning support, and access to a range of investment options through a combination of strategic and tactical asset allocation.

Stephen Cooper is a financial advisor at TD Private Client Wealth LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at TD Bank N.A. since 2018 and at TD Private Client Wealth LLC since 2013. 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 uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party managers, offering ongoing portfolio management and financial planning support.

Steven Wallace is a CFP®, ChFC®, and Series 66-licensed advisor with nine years of industry experience. He has been with TD Private Client Wealth LLC since 2016 and has held multiple roles within TD Bank N.A. from 2016 to the present. 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 combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custodial services.