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TD Bank - Alicia Thomas Financial Advisor
See you in a bit
About Alicia Thomas
Alicia M Thomas has been actively engaged in fostering strong client relationships and helping clients with their financial goals.
Alicia M Thomas works closely with clients to explore strategies and solutions as part of their overall financial plans as they work together towards their unique financial goals.
Prior to joining TD Wealth in 2021, Alicia held roles as a Financial Services Representative at TD Bank and as a Client Services Associate at Morgan Stanley.
Alicia M Thomas is a graduate of the Community College of Vermont with an Associate's of Business Management degree in 2017. She currently holds her FINRA Series 65 registration and Life and Health Insurance License.
Alicia M Thomas works closely with clients to explore strategies and solutions as part of their overall financial plans as they work together towards their unique financial goals.
Prior to joining TD Wealth in 2021, Alicia held roles as a Financial Services Representative at TD Bank and as a Client Services Associate at Morgan Stanley.
Alicia M Thomas is a graduate of the Community College of Vermont with an Associate's of Business Management degree in 2017. She currently holds her FINRA Series 65 registration and Life and Health Insurance License.
Services
- Planning
- Annuities
- Life Insurance
- Investment Management Services
Registrations
- Series 65The Series 65 is an exam and securities license required by most US states for individuals to act as investment advisers.
- Life/Health Insurance License
Community College of Vermont
Associate's Degree in Business Management
Alicia Thomas - TD Wealth Financial Advisor can meet at these stores
Investment Solutions
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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
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)
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
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.
Let's talk about your personal wealth journey
At every stage of investing, we can help
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We'll help you get started and to find an appropriate investment
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Whatever your goals or timeline, we can help you get there.
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Work towards a worry-free retirement and leave the legacy you want
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Take a comprehensive approach to growth and preservation strategies for your personal assets, while considering the value of your business, with TD Wealth Private Client Group.
Frequently Asked Questions
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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.