TD Wealth Advisors in Margate, FLFind a TD Wealth Advisor near you

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Financial Advisors Relationship Managers

Financial Advisors

Our Financial Advisors will work closely with you to create a financial plan and partner with you on your wealth journey—offering insights into the markets and guidance on investments.

Umair Jawaid - TD Wealth Financial Advisors
(561) 484-2446
(561) 484-2446
umair.jawaid@td.com
Meet Umair

Relationship Managers

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

Download additional resources

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)