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Seth M

Series 66

Tampa, FL

TD private Client Wealth LLC

Seth Mc Laughlin is a financial advisor with TD Private Client Wealth LLC in Tampa, FL, holding a Series 66 credential and three years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he is involved on an occasional basis with a family-owned sporting goods business related to athletic shoe traction products. TD Private Client Wealth LLC provides discretionary wrap-fee managed accounts 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 investment managers.

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

Series 66

Tampa, FL

TD private Client Wealth LLC

Omar Abdelbari is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley, USAA, and TD Bank N.A. prior to his current role in Tampa, FL. 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 ongoing portfolio management, financial planning support, and custody services.

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

Series 63, Series 65

Tampa, FL

TD private Client Wealth LLC

Kyle Imbrescia is a financial advisor at TD Private Client Wealth LLC in Tampa, FL, holding Series 63 and Series 65 credentials with three years of industry experience. His prior roles include positions at Morgan Stanley, Raymond James & Associates, and First Home 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. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody services through a managed account platform.

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

Series 66

Tampa, FL

TD private Client Wealth LLC

Michael Spears is a financial advisor with TD Private Client Wealth LLC in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. He has previously worked at Morgan Stanley Private Bank, Morgan Stanley, JP Morgan Chase Bank, JP Morgan Securities, Bank of America, and Merrill. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm uses a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers to construct client portfolios.

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

Series 63, Series 65

Tampa, FL

TD private Client Wealth LLC

Dennis Wakely is a financial advisor with TD Private Client Wealth LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at firms such as LPL Enterprise, Prudential Insurance Company of America, Fidelity Investments, and Charles Schwab. 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, utilizing a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers. The firm’s investment approach includes the use of TD Managed Portfolios and access to multiple custodians and advisory platforms.

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