Burlington, VT Office

Stacy Putnam is a financial advisor with TD Private Client Wealth LLC in Burlington, Vermont, holding a Series 66 designation and 13 years of industry experience. She has been with TD Bank, N.A. and TD Private Client Wealth LLC since 2012. Outside of her advisory role, she co-manages a personal condo in Warren, Vermont, which she rents on Airbnb during summer months. 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 mix of strategic and tactical asset allocation with both affiliated and third-party sub-managers and offers financial planning, custody, and reporting through third-party custodians.

Anna Carroll is a Series 66 licensed financial advisor with 24 years of industry experience. She is currently with TD Private Client Wealth LLC and TD Bank N.A., having previously worked at Santander Securities, Santander Bank, and J.P. Morgan Securities. 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, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Kurt Schaefer is a CFP® professional with 35 years of experience in the financial services industry. He is currently with TD Private Client Wealth LLC and TD Bank N.A., having previously worked at Horace Mann Investors, Horace Mann Companies, Mass Mutual Investors Services, and MetLife Securities. 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 employs a combination of strategic and tactical asset allocation using both affiliated and third-party managers and offers ongoing portfolio management, financial planning support, and custody services.