Andover, MA Office

Victoria Byrd is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and four years of industry experience. She has been with TD Private Client Wealth LLC and TD Bank N.A. since 2021. Outside of her advisory role, she works as a Seasonal Guest Advocate in retail. 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 asset allocation and investments from both affiliated and third-party managers.

Brittany Stuart is a financial advisor with TD Private Client Wealth LLC, holding Series 65 and Series 63 licenses and five years of industry experience. Her work history includes roles at TD Bank N.A. and experience with Grove at the Briar Barn Inn and Weber Writing and Research. 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 asset allocation with investments from affiliated and third-party sub-managers.

Karen Weinhold is a Series 66 licensed financial advisor with TD Private Client Wealth LLC, based in Andover, MA, with 13 years of industry experience. She has been with TD Private Client Wealth LLC since 2013 and has held roles at TD Bank, N.A. since 2005, totaling 18 years at the firm. 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 both affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody through third-party custodians.

Alicia Shaw is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Edward Jones and Northwestern Mutual Life Insurance Company. Outside of her advisory role, she has retail experience at Bath and Body Works. 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 managers.

Andrew Gurski is a financial advisor at TD Private Client Wealth LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and FIDELITY Personal and Workplace Advisors. 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 uses 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 services.

Matthew Prifti is a financial advisor with TD Private Client Wealth LLC in Andover, MA. He holds the ChFC® designation and Series 63 and 65 licenses, with 26 years of industry experience. He has been with TD Private Client Wealth LLC and TD Bank NA since 2014. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm employs a combination of strategic and tactical asset allocation alongside investments from affiliated and third-party managers.

William Heines is a financial advisor at TD Private Client Wealth LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at Cetera, CCR Wealth Management, and GWFS Equities. Heines also serves as a retirement consultant for CCR Wealth Management. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients, employing a combination of strategic and tactical asset allocation using both 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 previously worked at Merrill, Bank of America, and Cellular Sales of Knoxville Inc. since beginning her career in 2015. 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, access to mutual funds and ETFs, financial planning, and custody through third-party custodians. The firm employs a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Nicole Jalbert is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Her career includes roles with TD Private Client Wealth LLC, TD Bank N.A., New York Life Insurance Company, and NYLIFE Securities LLC. Prior to entering financial services, she worked at Massachusetts General Hospital for five years. 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 customers. 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.