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Elizabeth B

Series 66

Portland, ME

TD private Client Wealth LLC

Elizabeth Bussanich is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. She has three years of industry experience, including prior roles at TD Bank N.A. and a nearly three-decade tenure at BMO Capital Markets. Outside of her advisory work, Bussanich assists with bookkeeping for the Spring Lake Hope Foundation, a nonprofit supporting children with rare illnesses and special needs. TD Private Client Wealth LLC offers discretionary managed account programs and brokerage services to institutional and high-net-worth clients, employing strategic and tactical asset allocation across affiliated and third-party managers.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Taha S

Series 63, Series 65

Portland, ME

TD private Client Wealth LLC

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.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Patrick S

Series 66

Portland, ME

TD private Client Wealth LLC

Patrick Sawyer is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and three years of industry experience. He has worked at TD Private Client Wealth LLC since 2022 and previously held positions at TD Bank N.A., Wells Fargo Clearing, Wells Fargo Bank, 1st Source Bank, and Homemaker. 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 mutual funds, ETFs, and separately managed accounts through strategic and tactical asset allocation combined with both affiliated and third-party sub-managers.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Michael S

Series 63, Series 65

Portland, ME

TD private Client Wealth LLC

Michael Sheahan is a financial advisor at TD Private Client Wealth LLC based in Portland, ME, with 11 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining TD Private Client Wealth LLC in 2025, he spent ten years at Fidelity Brokerage Services 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 with investments from affiliated and third-party sub-managers through platforms supported by Envestnet and Pershing.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Tyler C

Series 66

Portland, ME

TD private Client Wealth LLC

Tyler Cyr is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and four years of industry experience. He has been with TD Private Client Wealth LLC and affiliated TD Bank entities since 2015. 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. The firm utilizes a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers, supported by an advisory platform and third-party custodians.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Joshua W

Series 63, Series 66

Portland, ME

TD private Client Wealth LLC

Joshua Winkler is a financial advisor with TD Private Client Wealth LLC in Portland, ME, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. His career includes multiple roles across TD Bank N.A., Citizens Bank, and PNC Investments. TD Private Client Wealth LLC serves institutional clients, high-net-worth private clients, and retail investors through discretionary wrap-fee managed account programs and brokerage services, employing a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Gavin P

Series 63, Series 65, Series 66

Portland, ME

TD private Client Wealth LLC

Gavin Parker is a financial advisor with TD Private Client Wealth LLC, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. His prior roles include positions at TD Ameritrade and Citizens Securities, Inc. He is based in Portland, Maine. 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, utilizing a mix of affiliated and third-party managers within a structured portfolio management framework.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Lucas L

Series 63, Series 66

Portland, ME

TD private Client Wealth LLC

Lucas Legler is a financial advisor at TD Private Client Wealth LLC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill, Bank of America, Fisher Investments, and LPL Financial. Legler is based in Tampa, FL. 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 using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, providing ongoing portfolio management, financial planning support, and custody through third-party custodians.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Fabricio C

Series 63, Series 65

Portland, ME

TD private Client Wealth LLC

Fabricio Cruz is a financial advisor with TD Private Client Wealth LLC in Portland, ME, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at TD Bank N.A. and Royal Alliance. 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 accounts. The firm offers portfolio management, access to mutual funds, ETFs, and separately managed accounts, combining strategic and tactical asset allocation through both affiliated and third-party managers.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Richard A

Series 63, Series 65

Portland, ME

TD private Client Wealth LLC

Richard Andrade is a financial advisor at TD Private Client Wealth LLC with six years of industry experience. He holds the Series 63 and Series 65 designations. His career includes roles at TD Bank N.A., Huntington Bank, BB&T, and Citizens Bank, as well as experience with Aceti's Wine & Spirits. 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 investments from affiliated and third-party managers, offering portfolio management, financial planning, and custodial services.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Edward D

Series 66

Portland, ME

TD private Client Wealth LLC

Edward Donohue is a financial advisor at TD Private Client Wealth LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at TD Bank N.A. since 2010, including his current role at TD Private Client Wealth LLC since 2012. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm utilizes a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, providing portfolio management, financial planning support, and custody through third-party custodians.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Love O

Series 63, Series 65

Portland, ME

TD private Client Wealth LLC

Love Olowu is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 65 licenses and four years of industry experience. He has worked primarily with TD Bank and its affiliates since 2019, with prior experience at Verizon. 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, using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Kelsey S

Series 65, Series 63

Portland, ME

TD private Client Wealth LLC

Kelsey Seavey is a financial advisor at TD Private Client Wealth LLC with Series 65 and Series 63 licenses and three years of industry experience. Prior to her current role, she worked at TD Bank N.A. and was involved with Ted's Fried Clams from 2014 to 2020. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Shannon B

Series 66

Portland, ME

TD private Client Wealth LLC

Shannon Burgess is a financial advisor at TD Private Client Wealth LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill Lynch, UBS Financial Services, Guardian Life Insurance Company, and Madison Avenue Securities. Burgess is based in Portland, ME. 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 custody services through strategic asset allocation combined with investments from affiliated and third-party managers.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Cameron P

Series 66

Portland, ME

TD private Client Wealth LLC

Cameron Payne is a financial advisor at TD Private Client Wealth LLC in Portland, ME, holding a Series 66 designation with one year of industry experience. His work history includes multiple roles within TD Bank and related entities since 2019, as well as positions at KRT Appraisal, Symmetry Financial Group, Macdonald Motors, Pepsi Co, Wal-Mart, and Irving Forest Products. TD Private Client Wealth LLC offers 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 sub-managers and uses a systematic approach including affiliated products and a cross-border Private Investment Advisor model.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Bennett G

Series 65, Series 63

Portland, ME

TD private Client Wealth LLC

Bennett Gasowski is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. He holds the Series 65 and Series 63 designations. His prior experience includes roles at Fidelity Investments and TD 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 clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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