TD private Client Wealth LLC

Valere Mukubu is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TD Private Client Wealth since 2021. His prior experience includes roles at Amazon and Standard Bank. Mukubu is also the proprietor of VamXpress LLC, a non-investment-related business. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, using a combination of strategic and tactical asset allocation with affiliated and third-party managers.

Glendon Marcelle is a financial advisor at TD Private Client Wealth LLC with six years of industry experience. He has been with TD Private Client Wealth since 2020 and has held various roles at TD Bank N.A. since 2015. 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 a range of investment options through a platform combining strategic and tactical asset allocation with both affiliated and third-party managers.

Luz Cardona Rosario is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation, with five years of industry experience. She previously worked at Morgan Stanley for 15 years. Outside of her advisory role, she is an officer in a family-run limousine business, Twins Luxury Group 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 constructs portfolios combining strategic and tactical asset allocation, utilizing both affiliated and third-party sub-managers.

Michael Amado is a financial advisor with TD Private Client Wealth LLC in Portsmouth, NH, holding Series 63 and Series 65 licenses. He has four years of industry experience, including roles at TD Private Client Wealth LLC and TD Bank N.A. prior to that. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing strategic and tactical asset allocation with both affiliated and third-party managers.

Evan Winters is a financial advisor at TD Private Client Wealth LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TD Private Client Wealth LLC since 2019, previously working at TD Bank and LPL. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, providing ongoing portfolio management and access to mutual funds, ETFs, and separately managed accounts. The firm uses a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers and employs a cross-border Private Investment Advisor model serving U.S. clients virtually.

Jonathon Torres is a financial advisor at TD Private Client Wealth LLC with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Santander Securities, Bank of America, Merrill, and TD Bank. His current role is based in Glastonbury, CT. 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 emphasizes a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers, supported by technology platforms and custodians.

Gino Dipietro is a financial advisor at TD Private Client Wealth LLC with a Series 65 designation and three years of industry experience. He has worked at TD Bank N.A. since 2019 and previously held positions at Prudential Savings Bank, Target, and WestBay. 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 with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody services through third-party custodians.

Joshua Speese is a financial advisor at TD Private Client Wealth LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TD Bank N.A., Wells Fargo Bank NA, Wells Fargo Advisors, LLC, Bank of America, N.A., and Merrill. He is based in Greenville, SC. 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, using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Jennifer Orr is a financial advisor at TD Private Client Wealth LLC in Portland, Maine, with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial for ten years before joining TD Bank, NA. Outside of her advisory role, she is involved in small-scale farming. 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 uses a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers to construct portfolios, providing ongoing portfolio management and financial planning support.

Michael O'Kane is a financial advisor at TD Private Client Wealth LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PRUCO Securities, LLC and Prudential Insurance Company of America. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail investors. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, supported by platforms from Envestnet and custodians like Pershing.

Victoria Byrd is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and three years of industry experience. Her work history includes roles at TD Bank N.A. and retail positions such as Seasonal Guest Advocate at Target. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a range of portfolios that combine strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Christopher Walker is a financial advisor with TD Private Client Wealth LLC in Melville, NY. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Guardian Life Insurance, Park Avenue Securities, and Wealth Advisory Group. 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 uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers to construct portfolios.

Joel Swaney is a financial advisor with TD Private Client Wealth LLC in Vienna, VA, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Bank of America for 11 years before joining TD Private Client Wealth and TD Bank N.A. in 2021. Outside of his advisory role, he co-owns the podcast Cartoon Dumpster Dive, where he discusses classic cartoons and provides historical context. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, utilizing a combination of affiliated and third-party investment managers and a proprietary advisory platform.

Matthew Kappa is a financial advisor at TD Private Client Wealth LLC in Vienna, VA, with 13 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with TD Bank, N.A. and TD Private Client Wealth LLC since 2012. 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 (US) clients. The firm offers portfolio management, access to various investment vehicles, financial planning support, and custody services through third-party custodians, utilizing a combination of affiliated and third-party sub-managers.

Taylor House is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining TD Private Client Wealth, Taylor worked at TD Bank and The Walt Disney Company. Outside of advising, Taylor operates an online resale business specializing in collectible items under the name House of Mouse. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of strategic and tactical asset allocation through multiple portfolio offerings that include affiliated and third-party sub-managers.