TD Bank - Julie Lopes Relationship Manager NMLS #466487
(413) 896-8908
Registered Address
203 Trumbull Street
Hartford, CT 06103
US
See you in a bit
About Julie Lopes
As a Private Client Relationship Manager, Julie delivers TD Wealth’s full offering of private banking, lending, investment, trust, and estate 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.
Julie Lopes graduated Magna Cum Laude from Western New England University. She currently holds her FINRA Series 7 and 66 and MA Life and Health Registrations. Julie is actively involved in her community and volunteers for several community organizations. She resides in East Longmeadow, MA with her husband Jason and two children Irelynn
and Bodie.
Julie started her financial career with TD Bank in 2003.
Julie Lopes graduated Magna Cum Laude from Western New England University. She currently holds her FINRA Series 7 and 66 and MA Life and Health Registrations. Julie is actively involved in her community and volunteers for several community organizations. She resides in East Longmeadow, MA with her husband Jason and two children Irelynn
and Bodie.
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
Western New England College
Magna Cum Laude
Julie can meet at these stores
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