Sarasota, FL Office

Valere Mukubu 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 N.A. since 2017, including his current role at TD Private Client Wealth since 2021. Mukubu also has experience at Amazon and is the proprietor of VamXpress LLC, a non-investment-related business. 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 through affiliated and third-party sub-managers and offers portfolio management, financial planning support, and custody services.

Jason Mangum is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at TD Bank and Appreciation Financial in prior roles. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients, utilizing a range of strategic and tactical asset allocation portfolios supported by affiliated and third-party sub-managers.

Christopher Persandi is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at TD Bank N.A. and its affiliate TD Private Client Wealth LLC since 2020, and previously was with Bank of America, N.A. and Merrill from 2013 to 2020. 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 support, and custody through third-party providers. The firm uses a combination of proprietary and third-party investment managers and employs a discretionary trading model with a percentage-of-assets-under-management fee structure.

Marilyn Vazquez is a financial advisor at TD Private Client Wealth LLC with nine years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Wells Fargo and Citigroup. Vazquez is based in Sarasota, FL. 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. The firm offers ongoing portfolio management, financial planning support, and custody services, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Catalina Alexander is a financial advisor at TD Private Client Wealth LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at TD Private Client Wealth LLC and TD Bank, N.A. for over a decade, as well as a brief tenure at Merrill. 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 uses a combination of strategic and tactical asset allocation through its TD Managed Portfolios and related offerings, employing both affiliated and third-party sub-managers.

Jonathan Bass is a financial advisor with TD Private Client Wealth LLC in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at firms such as JP Morgan Securities, Wells Fargo Advisors, and Cetera Investment Services. 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 sub-managers.

Rodrigo Lopez is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at McAdam LLC and Urraburu e Hijos Corredor de Bolsa. 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. The firm constructs portfolios using a combination of strategic and tactical asset allocation through various TD Managed Portfolios and partners with multiple affiliated and third-party sub-managers.

Timothy Wagner is a financial advisor at TD Private Client Wealth LLC with 22 years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services, Wells Fargo Advisors, and TD Bank. Wagner is based in Sarasota, Florida. 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. The firm’s investment approach includes strategic and tactical asset allocation, using both affiliated and third-party sub-managers, supported by Envestnet’s advisory platform and Pershing custody.

Jose Gautier is a CFA charterholder with 17 years of industry experience. He currently works at TD Private Client Wealth LLC and TD Bank N.A. since 2025, and previously held roles at Santander Bank, Santander Securities, Lincoln Investment, Gabor Financial Solutions, and JHFN SII. Outside of finance, he is the sole owner and artist of GautierArt, an art business based in Miami Beach. 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 strategic and tactical asset allocation with affiliated and third-party sub-managers to construct portfolios, providing ongoing portfolio management, financial planning support, and custody through third-party custodians.

Michael Faraj is a financial advisor with TD Private Client Wealth LLC in Sarasota, FL, holding Series 63 and Series 65 licenses and having five years of industry experience. He has been with TD Private Client Wealth LLC and TD Bank N.A. since 2019. Prior to his financial services career, he worked with Kensington Church Orlando from 2016 to 2019. 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 U.S. clients, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

David Cherry is a financial advisor at TD Private Client Wealth LLC in Sarasota, FL, with eight years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Cherry has been with TD Bank N.A. and its affiliated firms 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 clients, offering a range of portfolio management solutions and financial planning support through a combination of affiliated and third-party investment managers.

Thanarat Metrius is a CFA® charterholder and financial advisor with six years of industry experience. He is currently with TD Private Client Wealth LLC in Sarasota, FL, where he has worked since 2019 in various roles within TD Bank and its affiliated entities. 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 utilizes strategic and tactical asset allocation through its TD Managed Portfolios and guided portfolios, combining investments from affiliated and third-party managers.

Sharon Raymond Daley is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 10 years of industry experience. She has worked at TD Bank N.A. and TD Private Client Wealth LLC since 2016, and at PNC Investments since 2015. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation across various portfolios, incorporating both affiliated and third-party sub-managers.

Michele Wolfe is a financial advisor with TD Private Client Wealth LLC in Sarasota, FL, holding Series 66 and Series 63 licenses and possessing 15 years of industry experience. Her prior roles include positions at Morgan Stanley, The Prudential Insurance Company of America, and Fidelity Brokerage Services. 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 with investments from both affiliated and third-party sub-managers.

John Fitzgerald is a financial advisor at TD Private Client Wealth LLC with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His work history includes multiple roles within TD Bank N.A. and First Citizens Bank and Investor Services between 2016 and the present. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, as well as retail clients. The firm offers portfolio management through a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers.