Greenville, SC Carolina Parkway Office

Joshua Speese is a financial advisor with TD Private Client Wealth LLC in Greenville, SC, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior work includes positions at Wells Fargo Bank NA, Wells Fargo Advisors, Bank of America, and Merrill. 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 investors, offering portfolio management, financial planning, and access to various investment products through a combination of affiliated and third-party sub-managers.

Joel Swaney is a financial advisor with TD Private Client Wealth LLC in Greenville, SC, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Bank of America from 2010 to 2021 before joining TD in 2021. Outside of his advisory role, he is co-owner of 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 clients, high‑net‑worth individuals, and retail clients, utilizing a combination of strategic and tactical asset allocation with investments from affiliated and third‑party managers.

Annie Rice is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and nine years of industry experience. She previously worked at Oppenheimer & Co Inc for twelve years before joining TD Private Client Wealth LLC. 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, ETFs, separately managed accounts, and financial planning support. The firm uses a combination of affiliated and third-party managers within its portfolio construction and employs a wrap-fee billing approach.

Randall Coan is a financial advisor with TD Private Client Wealth LLC in Greenville, SC, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior work includes roles at Charles Schwab and USAA Financial Advisors. Outside of finance, he is involved in several business ventures, including a brewery, remodeling and tile work, and voiceover media. 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 blends strategic and tactical asset allocation using both affiliated and third-party managers and offers a range of portfolio management and financial planning services.

Joshua Eisenberg is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at Sapphire Capital, Sage Marketing US, and Starbucks Corporate Company. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Christian Wilson is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. He holds a Series 66 designation and has worked within the TD organization since 2016, including roles at TD Auto Finance and TD 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 using both affiliated and third-party sub-managers and offers portfolio management, financial planning support, and custody services through third-party custodians.

Joshua Durham is a financial advisor with TD Private Client Wealth LLC in Greenville, SC. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior roles include positions at Wells Fargo, JP Morgan Chase, and Bank of America. 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’s investment approach combines strategic and tactical asset allocation with both affiliated and third-party sub-managers, offering ongoing portfolio management and financial planning support.

Lisa Nelson 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 Bank N.A. since 2023, following tenures at TD Private Client Wealth LLC and M&T 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 TDIS (US) clients, offering portfolio management, financial planning support, and access to a range of investment products through affiliated and third-party sub-managers.

Cody Morris is a financial advisor with TD Private Client Wealth LLC in Greenville, SC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at TD Bank N.A., Palmetto Real Estate Group, LLC, and Ingles Markets. 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 custody through third-party custodians. The firm utilizes a combination of strategic and tactical asset allocation with investments from both affiliated and third-party managers.

Yazan Atra is an advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Bank and Concentrix Corporation. Prior to his financial services career, he was involved with Yaz Motors LLC. TD Private Client Wealth LLC offers discretionary wrap-fee managed accounts and brokerage services to institutional clients and high-net-worth individuals, utilizing strategic and tactical asset allocation through a mix of affiliated and third-party sub-managers. The firm employs a percentage-of-AUM wrap fee model and serves clients through both U.S. and cross-border channels.

Asher Hoopes is a financial advisor at TD Private Client Wealth LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at MML Investors Services, MassMutual Life Insurance Company, Lowe's, Turnkey Financial, and OneMain Financial Services. Outside of his advisory role, he is the owner of a home and garden pop-up boutique called Dwell and Daisy. 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 investors. The firm uses a combination of strategic and tactical asset allocation with portfolios constructed from affiliated and third-party sub-managers.

Kyle Conwell is a financial advisor at TD Private Client Wealth LLC with Series 65 and Series 66 designations and one year of industry experience. Prior to his current role, he worked at TD Bank N.A. and has held various positions in education, including teaching roles at Pope John Paul II Catholic High School and Centennial Middle School. 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, offering portfolio management, financial planning support, and custody through third-party custodians. The firm utilizes a combination of affiliated and third-party sub-managers within its portfolios and offers a cross-border advisory model for certain U.S. clients.

Alexander Stoner is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and based in Greenville, SC. He began his advisory career in 2025 and has prior experience at Thrivent Financial and Thrivent Investment Management Inc. Outside of advising, he operated a mobile detailing business for several years. 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 utilizes a mix of strategic and tactical asset allocation through its TD Managed Portfolios and employs both affiliated and third-party investment managers in its portfolio construction.

Brian White is a financial advisor at TD Private Client Wealth LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Girard Securities, Cetera Financial Specialists, VOYA Financial Advisors, and several other firms. 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 investments from affiliated and third-party sub-managers and offers ongoing portfolio management, financial planning, and custody services.

Wendy Wyatt is a financial advisor with TD Private Client Wealth LLC and holds Series 63, 65, and 66 licenses. She has 24 years of industry experience, including roles at TD Bank N.A., Wyatt Consulting Group, and LPL Financial. 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 utilizes a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody through third-party custodians.