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 financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Raymond James Financial Services and PNC Investments. She is based in West Palm Beach, FL. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm uses a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custodial services.

Brian Lobman is a financial advisor with TD Private Client Wealth LLC based in West Palm Beach, FL. He holds the Series 65 and Series 66 credentials and has eight years of industry experience, having previously worked at Charles Schwab, Bank of America, Merrill, and other firms. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth individuals, utilizing a combination of affiliated and third-party managers through platforms like Envestnet and custodians such as Pershing.

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.

John Merendino is a financial advisor with TD Private Client Wealth LLC in West Palm Beach, FL. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing, PNC Investments, Cetera Investment Services, and several other firms. TD Private Client Wealth LLC provides discretionary wrap-fee managed accounts and brokerage services to institutional, high-net-worth, and retail clients. The firm constructs portfolios combining strategic and tactical asset allocation across affiliated and third-party managers, offering ongoing portfolio management, financial planning, and custody through established technology and custodian platforms.