West Palm Beach, FL Office

Rafael Gregori is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 license and one year of industry experience. His prior roles include positions at Equity Services Inc, National Life Group, and WMB Partners. Outside of his advisory work, he is a partner in a general contracting business focused on new home construction and remodeling, and he owns a consulting firm specializing in HR and business management. 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, supported by advisory and technology platforms such as Envestnet and Pershing.

Deanna Waters is a financial advisor with TD Private Client Wealth LLC in West Palm Beach, FL. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Deanna has worked at TD Bank NA and its affiliates since 2014. TD Private Client Wealth LLC offers 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 its proprietary portfolio offerings and relies on both affiliated and third-party managers.

Jorge Navarro Jr. is a financial advisor with TD Private Client Wealth LLC holding a Series 66 designation. He has been with TD Bank and its affiliates since 2020 and previously worked at PNC Bank from 2012 to 2020. Navarro is based in West Palm Beach, FL, and is early in his industry career. 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. The firm’s investment approach includes strategic and tactical asset allocation using both affiliated and third-party sub-managers through a platform supported by Envestnet and Pershing.

Francisco Navarro is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2018, with prior roles at US Health Advisors, Infinite Management Solutions, and Enterprise Rent-A-Car. TD Private Client Wealth LLC provides 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 and access to both affiliated and third-party investment managers.

Summer Matthews is a CFP® with six years of industry experience, currently serving at TD Private Client Wealth LLC. Her prior roles include positions at Raymond James Financial Services Advisors, Boynton Financial Group, PNC Investments, and Merrill. Matthews is based in West Palm Beach, FL, and holds a Series 66 license. 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. The firm offers portfolio management, financial planning support, and access to a range of investment products through strategic and tactical asset allocation, utilizing both affiliated and third-party sub-managers.

David Cherry is a financial advisor with TD Private Client Wealth LLC in West Palm Beach, FL, holding Series 63, 65, and 66 licenses and eight years of industry experience. His career includes roles at TD Bank N.A. since 2015 and KeyBanc Capital Markets Inc. in 2003-2004. 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 sub-managers, offering portfolio management, financial planning support, and custody services through third-party custodians.

Brian Lobman is a financial advisor with TD Private Client Wealth LLC, holding Series 66 and Series 65 credentials and nine years of industry experience. His prior work includes roles at TD Bank N.A., Charles Schwab Bank, Bank of America, Merrill, and Northwestern Mutual. 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, using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Alaa Ali is a financial advisor at TD Private Client Wealth LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including JPMorgan Securities LLC, PNC Investments LLC, and StateTrust Investments, Inc. 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 utilizes strategic and tactical asset allocation combined with investments from affiliated and third-party sub-managers to construct client portfolios.

Denville Loney is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 designations and six years of industry experience. He has worked at TD Private Client Wealth LLC since 2020 and has prior experience with TD Bank N.A. and American Income Life. Outside of his advisory role, he is involved in food manufacturing, working part-time at American Bread Company. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing portfolios that combine strategic and tactical asset allocation with both affiliated and third-party managers.

Theodore Sarantos is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked with TD Bank N.A. and TD Private Client Wealth LLC since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

John Merendino is a financial advisor at TD Private Client Wealth LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, PNC Investments, Cetera, and several other firms. Merendino is based in West Palm Beach, 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 investors. The firm uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party managers, offering portfolio management, financial planning support, and custody services.

Kandi Lynn is a Series 66–registered advisor with TD Private Client Wealth LLC in West Palm Beach, FL, and has eight years of industry experience. Her prior experience includes roles at Merrill Lynch and Bank 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’s approach combines strategic and tactical asset allocation using both affiliated and third-party sub-managers and offers ongoing portfolio management, financial planning support, and third-party custody and reporting.