TD Bank - Francisco Avalle Relationship Manager NMLS #1643848
(561) 322-8660
Registered Address
255 Alhambra Circle, 12th Floor
Coral Gables, FL 33134
US
See you in a bit
As a Private Client Relationship Manager, Francisco Avalle delivers TD Wealth’s full offering of private client banking, lending, investment, trust, and estate services to high net worth individuals in his market. He works closely with each client to assess their needs and develop a comprehensive plan focused on their financial goals. In executing upon this strategy, he 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, he develops an extensive relationship with each client and works closely with the team assembled to support their needs.
Prior to joining TD Wealth in 2022, Francisco held various roles at multiple financial institutions. He spent the last thirteen years of his career at Wells Fargo, most recently as a Wealth Management Banker.
Francisco received a Bachelor of Business Administration from Florida International University and a Master of Business Administration from the University of Miami. He currently holds his FINRA Series 7 and 66 licenses.
Prior to joining TD Wealth in 2022, Francisco held various roles at multiple financial institutions. He spent the last thirteen years of his career at Wells Fargo, most recently as a Wealth Management Banker.
Francisco received a Bachelor of Business Administration from Florida International University and a Master of Business Administration from the University of Miami. He currently holds his FINRA Series 7 and 66 licenses.
Languages available
English, Spanish
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
University of Miami - M.B.A.
Francisco can meet at these stores
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