TD Bank - Suzanne Matheson Relationship Manager NMLS #830179

Suzanne.R.Matheson@td.com
Registered Address
40 Danbury Road
Wilton, CT 06897
US

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.

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 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.

Suzanne can meet at these stores