TD Bank - Patrick McGuiness - TD Wealth Relationship Manager Relationship Manager NMLS #1491315
(603) 703-3907
Registered Address
300 Franklin Street
Manchester, NH 03101
US
See you in a bit
About Patrick McGuiness - TD Wealth Relationship Manager
As a Private Client Relationship Manager, Patrick McGuiness delivers TD Wealth’s full offering of private client banking, lending, investment, trust, and estate services to high net-worth individuals in his market. He works closely with each client to assess their needs and develop a comprehensive plan focused on their financial goals. In executing upon this strategy, He leverages 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, He develops an extensive relationship with each client and works closely with the team assembled to support their needs.
Prior to joining TD Wealth in 2023, Patrick McGuiness held roles as a Private Client Relationship Manager at Citizens Bank and as a Financial Advisor at Edward Jones.
Patrick McGuiness is a graduate of the Saint Anselm College in 2001 and Norwich University, with his MBA in Finance in 2018. He currently holds his FINRA Series 7 and 66 registrations.
Prior to joining TD Wealth in 2023, Patrick McGuiness held roles as a Private Client Relationship Manager at Citizens Bank and as a Financial Advisor at Edward Jones.
Patrick McGuiness is a graduate of the Saint Anselm College in 2001 and Norwich University, with his MBA in Finance in 2018. He currently holds his FINRA Series 7 and 66 registrations.
Languages available
English
Services
- Mortgages and Home Equity Lines
- Custom Credit
- Financial Planning
- Investment Management Services
- Trust & Estate Planning
- Institutional Services
- Private Client Banking
Registrations
- Series 7An individual who passes the Series 7 exam is qualified for the solicitation, purchase and/or sale of all securities products, including corporate securities, municipal fund securities, options, direct participation programs, investment company products and variable contracts.
- Series 66The Series 66 is an exam and license that is meant to qualify individuals as investment advisor representatives or securities agents.
Education
Saint Anselm College and Norwich University
MBA Finance
Patrick can meet at these stores
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