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Our Private Client Relationship Managers deliver private banking, lending, investment management, trust and estate planning services to high net worth individuals and institutional clients with over $750,000 in investable assets.

Sharon Raymond-Daley
(561) 236-8251
(561) 236-8251
Sharon.Daley@td.com
Meet Sharon

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For more information about the TD Private Client Wealth LLC ("TDPCW") business, please see:

Customer Relationship Summary ("Form CRS") (PDF)Reg BI Disclosure Brochure (PDF)TDPCW Brokerage Fee Schedule (PDF)TD Private Client Wealth Wrap Fee Brochure TDPCW Automated Investing and Automated Investing Plus Form ADV Part 2A (PDF)FAQs—TD Automated Investing and TD Automated Investing Plus (PDF)FAQs -TDPCW High Net Worth Brokerage Trading (PDF)