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Our Private Client Relationship Managers deliver private client banking, lending, investment management, trust and estate planning services to high net worth individuals and institutional clients who generally have at least $1MM in liquid assets or $3MM in total net worth (exclusive of primary residence).

Julie Lopes
NMLS #466487
(413) 896-8908
(413) 896-8908
julie.lopes@td.com
Meet Julie

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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)