Julie Lopes is a financial advisor with TD Private Client Wealth LLC in Springfield, MA, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has been with TD Private Client Wealth and TD Bank since 2013. Outside of her advisory role, Julie is a home decor creator and influencer for Rewardstyle.LTK, where she posts home content and links items for purchase. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning, and access to a range of investment products through a combination of affiliated and third-party sub-managers.

Rebecca Vanossenbruggen is a financial advisor at TD Private Client Wealth LLC with seven years of industry experience. She holds a Series 66 designation and has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2024, with prior experience at Bank of America, Merrill, and Cellular Sales of Knoxville Inc. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, financial planning support, and access to a range of investment products through a combination of affiliated and third-party sub-managers.

Claudia Pereira is a financial advisor at TD Private Client Wealth LLC in Springfield, MA, with five years of industry experience. She holds Series 65 and Series 63 licenses and has been with TD-affiliated firms since 2012. Outside of her advisory role, she works part-time as an office clerk for Blanco Electric LLC, an electrical company. 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 utilizes strategic and tactical asset allocation through a combination of affiliated and third-party managers, offering portfolio management, financial planning, and custody services.