Marlton, NJ Route 70 West Office

Michael O'Kane is a financial advisor at TD Private Client Wealth LLC with seven years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining TD Private Client Wealth LLC and TD Bank N.A. in 2025, he worked at PRUCO Securities, LLC and Prudential Insurance Company of America from 2018 to 2025. 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 combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers to construct portfolios and provides financial planning support through a technology platform from Envestnet.

Paul Dersch is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and beginning his industry career in 2023. Prior to joining the financial sector, he was involved with South Jersey Wedding Pros and has maintained a long-term association with Our Lady of Guadalupe Parish Shrine. He is also a general partner in Drop Dead Sexy, a business active since 2004. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth individuals, utilizing various managed portfolio strategies that include both affiliated and third-party managers. The firm integrates technology platforms such as Envestnet and offers custody services through Pershing.

Cyndy Toscano is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She has been with TD Private Client Wealth LLC and 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 investors. The firm constructs portfolios combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody services.

Steve Leming is a financial advisor at TD Private Client Wealth LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Radcliffe Capital, Foreside Fund Services, LLC, and Penn Capital Management Company, Inc. He is currently based in Marlton, NJ. 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 TDIS (US) clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, providing portfolio management, financial planning support, and custody through third-party custodians.

Jacob Goss is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 credential and two years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank since 2023, with prior experience including roles at Cabrini University and Culture Finders 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 investors, utilizing a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Kenneth Smeland is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and five years of industry experience. His career includes time at Investors Bank and TD Bank N.A., with continuous service at TD Private Client Wealth LLC since 2020. 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 strategic and tactical asset allocation through various managed portfolios and integrates both affiliated and third-party sub-managers in its investment approach.

Michael Murray is a financial advisor at TD Private Client Wealth LLC with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Horace Mann Companies, Merrill, and Foresters Financial. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services primarily to institutional and high-net-worth clients, providing ongoing portfolio management, financial planning support, and custody services through a combination of affiliated and third-party investment managers.

Milagritos Sosna is a financial advisor at TD Private Client Wealth LLC with 25 years of industry experience. She holds a Series 66 credential and has worked at firms including JP Morgan Securities, Charles Schwab, and Ameriprise. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation with investments from affiliated and third-party managers.

Thomas Sylvestro is a financial advisor at TD Private Client Wealth LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at notable firms including Wells Fargo Clearing, LPL Enterprise, 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 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 through third-party custodians.

David Zimmerman is a financial advisor at TD Private Client Wealth LLC with seven years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Wells Fargo Clearing and Ameriprise. TD Private Client Wealth LLC provides discretionary wrap-fee managed accounts and brokerage services to institutional and high-net-worth clients, utilizing strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Evan Jurczynski is a financial advisor with TD Private Client Wealth LLC holding a Series 66 designation and two years of industry experience. His previous work includes positions at Merrill and TD Bank. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a combination of affiliated and third-party managers and maintaining a platform supported by Envestnet and Pershing.

John Watson is a CFP® and ChFC® with 28 years of experience in financial advising. He has worked at TD Private Client Wealth LLC and TD Bank, N.A. since 2014, and previously held roles at Wells Fargo Clearing, Osaic FA, Inc., and Quick & Reilly, Inc. TD Private Client Wealth LLC offers 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 with both affiliated and third-party sub-managers.

Michael Niroda Jr is a financial advisor with TD Private Client Wealth LLC based in Marlton, NJ. He holds Series 63 and Series 66 credentials and has 10 years of industry experience. His prior experience includes roles at Wells Fargo Bank, Wells Fargo Clearing, and Citizens 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 offers portfolio management, financial planning support, and custody services, employing a combination of affiliated and third-party sub-managers within its strategic and tactical asset allocation frameworks.

Zainab Bilgrami is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked within the TD organization since 2005, including roles at TD Bank and TD Wealth N.A. TD Private Client Wealth LLC provides discretionary wrap-fee managed accounts and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning support, and custody through third-party custodians. The firm’s investment approach combines strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Paul Dilouie is a CFP® and CFA® with 12 years of industry experience, currently serving as a financial advisor at TD Private Client Wealth LLC. He has worked at Private Client Wealth LLC and TD Bank N.A. since 2018 and previously spent six years at PNC Financial. 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 investments from both affiliated and third-party sub-managers.