TD Bank - Sharon Raymond-Daley Relationship Manager NMLS #1473542

(561) 236-8251
(561) 236-8251
Sharon.Daley@td.com
Registered Address
230 Royal Palm Way
Palm Beach, FL 33480
US
Contact meSee the Stores I Support
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About Sharon Raymond-Daley

As a Private Client Relationship Manager, Sharon Daley delivers TD Wealth’s full offering of private client banking, lending, investment management, trust and estate planning services to high net worth individuals and institutional clients 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 this strategy, Sharon leverages the resources of TD Wealth and TD Bank to assemble a team of specialists to identify the needs of each client. As the primary point of contact, she develops an extensive relationship with each client and works closely with the assembled team to support their needs.

Prior to joining TD Wealth in 2006, Sharon held roles as a Associate Relationship Manager at PNC Wealth Management and Senior Finance Manager at US Trust. Sharon volunteers as a board member of the Palm Beach YWCA.

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 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.
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Education

Pace University
B.B.A. in Accounting and Business Management

Sharon 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.
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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.
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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.
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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.
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Let's talk about your personal wealth journey

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