TD Bank - William Smith Relationship Manager NMLS #737952

As a Private Client Relationship Manager, William Smith 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 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, William 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, 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 2013, William held roles as Managing Director at First Citizens Bank and a Sales Leader at First Union National Bank. William is actively involved in his community and volunteers for several charitable and non-profit organizations.