Jacksonville, FL Office

Luz Cardona Rosario is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and six years of industry experience. Her career includes fifteen years at Morgan Stanley before joining TD Bank and TD Private Client Wealth LLC. Outside of finance, 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 clients, high-net-worth private clients, and retail customers. The firm employs a mix of strategic and tactical asset allocation with affiliated and third-party sub-managers, offering portfolio management, financial planning support, and third-party custody and reporting.

Jason Mangum is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TD Bank and Appreciation Financial. 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 combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers through a platform supported by Envestnet and Pershing.

Michael Faraj is a financial advisor with TD Private Client Wealth LLC in Jacksonville, Florida, holding Series 63 and Series 65 licenses and having five years of industry experience. His work history includes roles at TD Private Client Wealth LLC and TD Bank N.A. since 2019, as well as prior experience with Kensington Church Orlando. 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, and separately managed accounts. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and serves clients through a range of managed portfolios and advisory platforms.

Thanarat Metrius is a CFA® charterholder associated with TD Private Client Wealth LLC in Jacksonville, FL, with six years of industry experience. He has been with TD Private Client Wealth LLC and TD Bank N.A. since 2019, following a brief tenure at Equitable Advisors. 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 access to a range of investment products through a multi-manager approach.

Juan Martinez is a financial advisor at TD Private Client Wealth LLC with 19 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, Empower Financial Services, and E*TRADE. Martinez is based in Jacksonville, 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 emphasizes strategic and tactical asset allocation through portfolios combining affiliated and third-party managers, supported by a comprehensive advisory and technology platform.

Michele Wolfe is a financial advisor with TD Private Client Wealth LLC in Jacksonville, FL, holding Series 63 and Series 66 licenses and 15 years of industry experience. Her career includes roles at Morgan Stanley, Fidelity, Bankers Life, and Prudential. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm uses a combination of proprietary and third-party investment strategies and provides portfolio management, financial planning, and custody services through a technology platform supported by Envestnet and Pershing.

Cynthia Robinson is a financial advisor with TD Private Client Wealth LLC in Jacksonville, FL. She holds Series 63 and Series 65 designations and has five years of industry experience, including a long tenure at TD Bank N.A. from 1998 to 2021 prior to her current role. 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, delivering portfolio management, financial planning support, and custody services.

Frank Hartsfield IV is a CFP® with 15 years of industry experience, currently serving as a financial advisor at TD Private Client Wealth LLC in Jacksonville, FL. He has been with TD Bank N.A. and its affiliated firms since 2020, following a 15-year tenure at BB&T and BB&T Asset Management, Inc. 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 offers portfolio management, access to various investment products, financial planning support, and custody services, utilizing both affiliated and third-party sub-managers through a discretionary trading authority model.

Christopher Hargis is a financial advisor at TD Private Client Wealth LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at TD Ameritrade, Inc., TD Bank N.A., and TD Private Client Wealth LLC since 2015. 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, utilizing a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Michael Mccabe is a financial advisor with TD Private Client Wealth LLC in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with TD Bank N.A. and TD Ameritrade, Inc. for a combined total of 14 years prior to his current role. 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, and access to various investment products through a combination of affiliated and third-party sub-managers.

Nicolas Duran is a financial advisor with TD Private Client Wealth LLC in Jacksonville, FL. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at TD Bank, N.A., Trustco Bank, WFG Transamerica, and a year at OCPS Timberlake Elementary School. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients, utilizing strategic and tactical asset allocation through a combination of affiliated and third-party sub-managers.

Robin Howard is a financial advisor with TD Private Client Wealth LLC in Jacksonville, FL, holding Series 66 and Series 63 licenses and 12 years of industry experience. He previously worked at J.P. Morgan Securities for 12 years before joining TD Private Client Wealth LLC and TD Bank N.A. in 2026. 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, financial planning, and custody services through a combination of affiliated and third-party investment managers.