TD Bank - Michael Scott Relationship Manager NMLS #2163536

(207) 550-7173
(207) 550-7173
Michael.Scott@td.com
Registered Address
1 Portland Square
Portland, ME 04101
US
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About Michael Scott

As a Private Client Relationship Manager, Michael delivers TD Wealth’s full offering of private banking, lending, investment management, trust and estate planning services to high net worth individuals in his market. He works closely with each client to assess their needs and develop a comprehensive plan focused on their financial goals. In executing upon this strategy, he 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, he develops an extensive relationship with each client and works closely with the team assembled to support their needs.

Prior to joining TD Wealth in 2021, Michael held roles as a Financial Consultant at TD Ameritrade and as a Regional Sales Vice President at Sammons Retirement Solutions.

Languages available

English

Services

  • Private Banking
  • Mortgages and Home Equity Lines
  • Custom Credit
  • Financial Planning
  • Investment Management Services
  • Trust & Estate Planning
  • Institutional Services

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.
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Education

Queens University of Charlotte
MBA in Business and Leadership

Michael can meet at these stores