
TD Bank - Suzanne Matheson Relationship Manager NMLS #830179
(203) 917-0962
Registered Address
40 Danbury Road
Wilton, CT 06897
US
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 Webster Square
TD Bank Pittsfield Coltsville
TD Bank Shrewsbury Boston Turnpike
TD Bank Athol
TD Bank Greenfield
TD Bank Summer Street
TD Bank Greendale
TD Bank Auburn-Southbridge Street
TD Bank Rice Square
TD Bank Williamstown
TD Bank Gardner
TD Bank Pittsfield West Street
TD Bank Route 3 Plattsburgh
TD Bank Warrensburg
TD Bank Kingsbury
TD Bank Queensbury
TD Bank South Glens Falls
TD Bank State Street NY
TD Bank Glens Falls NY
TD Bank Bolton Landing
TD Bank Latham
TD Bank Central Avenue
TD Bank East Greenbush
TD Bank Greenport
TD Bank Mechanicville
TD Bank Niskayuna
TD Bank Granville
TD Bank Greenwich NY
TD Bank Guaranty Building
TD Bank Park Avenue
TD Bank Margaret Street Plattsburgh
TD Bank Chazy
TD Bank Peru
TD Bank Great Barrington