Private Client Relationship Manager
TD Private Client Wealth
As a Private Client Relationship Manager, I deliver TD Wealth's full offering of private banking, lending, investment, trust and estate services to high net worth individuals in the Connecticut market. I work closely with each client to assess their needs and develop a comprehensive plan focused on their financial goals. In executing upon this strategy, I leverage the resources of TD Wealth and TD Bank to assemble a team of specialists to fulfill the many needs of each client. As the primary point of contact, I develop an extensive relationship with each client and work closely with the team assembled to support their needs.