TD Bank - Zachary Bognar Financial Advisor

(203) 539-9837
(203) 539-9837
zachary.bognar@td.com
Registered Address
3 Pickwick Plaza
Greenwich, CT 06830
US
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About Zachary Bognar

Zachary Bognar has been actively engaged in fostering strong client relationships and helping clients with their financial goals. Zachary works closely with clients to explore strategies and solutions as part of their overall financial plans as they work together toward their unique financial goals.

Prior to joining TD Wealth in 2023, Zachary Bognar held roles as a Private Client Advisor at JPMorgan Chase and as a Financial Consultant at Charles Schwab.

Zachary Bognar is a graduate of High Point University with a Bachelor of Arts degree in Strategic Communications. He currently holds his FINRA Series 66 registration and Life and Health Insurance Licenses.

Languages available

English

Services

  • Planning
  • Annuities
  • Life Insurance
  • Investment Management Services

Registrations

  • Series 66
    The Series 66 is an exam and license that is meant to qualify individuals as investment advisor representatives or securities agents.
    The Series 66 is an exam and license that is meant to qualify individuals as investment advisor representatives or securities agents.
  • Life/Health Insurance License
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Education

Zachary Bognar is a graduate of High Point University with a Bachelor of Arts degree in Strategic Communications.

Zachary Bognar can meet at these stores

Investment Solutions

TD Automated Investing
TD Automated Investing
Access TD Wealth's professionally managed investment portfolios simply and affordably through an innovative digital platform.
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TD Automated Investing Plus
TD Automated Investing Plus
Get the ease and convenience of TD Automated Investing—plus guidance from TD Wealth Financial Advisors, who will help you refine and develop your investment goals.
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TD Investment Services (US)
TD Investment Services (US)
Work with a dedicated Relationship Manager to build a diversified portfolio and a customized TD Wealth Plan built around your personal goals.
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Private Client Group
Private Client Group
Receive our highest level of service and allow us to manage all of your banking, investing and lending needs—led by a dedicated Relationship Manager.
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Frequently Asked Questions

About TD Wealth

For decades, TD Wealth has provided guidance and investing insights to help people like you reach their financial goals. Today, we offer multiple ways to put your money to work for you, from automated investing to private wealth management. A TD Wealth Financial Advisor can help you match your investing style with the strategy that works best for you. We’re available to you in TD stores, by phone, through video conference or in person.
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