Tampa, FL Office

Seth Mc Laughlin is a financial advisor with TD Private Client Wealth LLC in Tampa, FL, holding a Series 66 license and four years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank and has been with TD Private Client Wealth LLC since 2026. Outside of advising, he contributes occasionally to a family-owned sporting goods business focused on athletic traction products. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm employs a blend of strategic and tactical asset allocation with investments from both affiliated and third-party managers.

Omar Abdelbari is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley, USAA, and TD Bank N.A. prior to his current role in Tampa, 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 combines strategic and tactical asset allocation with investments from affiliated and third-party managers, offering ongoing portfolio management, financial planning support, and custody services.

Kyle Imbrescia is a financial advisor at TD Private Client Wealth LLC in Tampa, FL, holding Series 63 and Series 65 credentials with three years of industry experience. His prior roles include positions at Morgan Stanley, Raymond James & Associates, and First Home 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 with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody services through a managed account platform.

Michael Spears is a financial advisor with TD Private Client Wealth LLC in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. He has previously worked at Morgan Stanley Private Bank, Morgan Stanley, JP Morgan Chase Bank, JP Morgan Securities, Bank of America, and Merrill. 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 both affiliated and third-party sub-managers to construct client portfolios.

Lee Dolberry is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized investment advice and comprehensive financial planning. He focuses on assisting individuals and businesses with college education planning, employee benefits, family wealth management, retirement planning, small business strategies, tax minimization, and retirement income. With a background in finance, economics, business administration, and management, Lee has developed expertise in advisory services, portfolio management, and behavioral finance, particularly within the global market industry. He holds a Bachelor's degree in Finance from the University of Alabama and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Lee is involved with professional and community organizations such as Metropolitan Ministries and Foresters Financial. His approach emphasizes understanding client values and goals through one-on-one communication, aiming to create tailored strategies that help clients pursue life goals and plan their legacy.

Dennis Wakely is a financial advisor with TD Private Client Wealth LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at firms such as LPL Enterprise, Prudential Insurance Company of America, Fidelity Investments, and Charles Schwab. 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, utilizing a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers. The firm’s investment approach includes the use of TD Managed Portfolios and access to multiple custodians and advisory platforms.