TD Bank - Kawtar Slaoui Relationship Manager

(617) 694-2379
(617) 694-2379
kawtar.slaoui@td.com
Registered Address
54 Central Street 2nd Floor
Foxborough, MA 02035
US
Contact meSee the Stores I Support
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About Kawtar Slaoui

As a Private Client Relationship Manager, Kawtar Slaoui 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.
Prior to joining TD Wealth in 2022, Kawtar held a role as a Store Manager with TD Bank.

Kawtar Slaoui is a graduate of Francois Rabelais University, with a Masters degree in Finance. She currently holds her FINRA Series 7 and 66 registrations and Life and Health Insurance Licenses.

Languages available

Arabic, English, French

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.
  • Life/Health Insurance License
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Designations

  • Certified Financial Planner (CFP)
    The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards in the United States.
    The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards in the United States.

Education

Francois Rabelais University, with a Masters degree In Finance.

Kawtar can meet at these stores

Investment Solutions

TD Automated Investing
TD Automated Investing
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TD Automated Investing Plus
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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
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