TD Bank - Suzanne Matheson Relationship Manager NMLS #830179
(617) 816-5215
See you in a bit
About Suzanne Matheson
As a Private Client Relationship Manager, Suzanne Matheson 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, Suzanne 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 2011, Suzanne held roles as a Senior Private Banker at TD Waterhouse, Director of Business Development at Merix Financial and Manager of Personal Financial Services at HSBC.
Prior to joining TD Wealth in 2011, Suzanne held roles as a Senior Private Banker at TD Waterhouse, Director of Business Development at Merix Financial and Manager of Personal Financial Services at HSBC.
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 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.
Suzanne can meet at these stores
TD Bank Mason Square
TD Bank Westfield Main
TD Bank Athol
TD Bank Auburn-Southbridge Street
TD Bank Sturbridge
TD Bank Williamstown
TD Bank Greendale
TD Bank Greenfield
TD Bank Park Avenue
TD Bank Pittsfield Coltsville
TD Bank Pittsfield West Street
TD Bank Rice Square
TD Bank Gardner
TD Bank Leominster
TD Bank Summer Street
TD Bank Webster Square
TD Bank Shrewsbury Boston Turnpike
TD Bank Amherst Triangle Street
TD Bank Northampton
Investment Solutions
TD Automated Investing
Access TD Wealth's professionally managed investment portfolios simply and affordably through an innovative digital platform.
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.
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.
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.
Let's talk about your personal wealth journey
At every stage of investing, we can help
We'll help you get started and to find an appropriate investment
Whatever your goals or timeline, we can help you get there. We'll help you get started and to find an appropriate investment
Work towards a worry-free retirement and leave the legacy you want
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.
