TD Bank - Julie Lopes Relationship Manager NMLS #466487

Julie.Lopes@td.com
Registered Address
203 Trumbull Street
Hartford, CT 06103
US

About Julie Lopes

As a Private Client Relationship Manager, Julie delivers TD Wealth’s full offering of private banking, lending, investment managment, trust and estate planning services to high net worth individuals in her market. She works closely with each client to assess their needs and develop a comprehensive plan focused on their financial goals. In executing upon this strategy, she 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, she develops an extensive relationship with each client and works closely with the team assembled to support their needs.

Julie started her financial career with TD Bank in 2003. She is a Private Client Relationship Manager located in Hartford, Connecticut. She served in various capacities within TD Bank before joining TD Wealth in 2010. Julie is actively involved in her community and volunteers for several charitable and non- profit organizations. She is a member of the United Way Women in Leadership Council, United Way Financial stability committee and the Professional Women's Chamber.

Languages available

English

Services

  • Private Banking
  • Mortgages and Home Equity Lines
  • Custom Credit
  • Financial Planning
  • Investment Management Services
  • Trust & Estate Planning
  • Institutional Services

Registrations

  • Series 7
    An 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.
    An 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 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.

Education

Western New England College
Magna Cum Laude

Julie 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.
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.
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.
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.

Let's talk about your personal wealth journey

At every stage of investing, we can help
We'll help you get started and to find an appropriate investment
Whatever your goals or timeline, we can help you get there. We'll help you get started and to find an appropriate investment
Work towards a worry-free retirement and leave the legacy you want
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

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 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.