TD Bank - Ted Patrikas Relationship Manager NMLS #25522
See you in a bit
About Ted Patrikas
As a Private Client Relationship Manager, Ted 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.
Ted has over 25 years of experience in the Financial Services industry and comes to us most recently from U.S. Trust where he worked as SVP, Private Client Manager in Boston. Prior to joining TD Wealth he held roles as the New England VP/Mortgage & Credit Specialist at Merrill Lynch and the New England Director of Lending for UBS.
Ted has over 25 years of experience in the Financial Services industry and comes to us most recently from U.S. Trust where he worked as SVP, Private Client Manager in Boston. Prior to joining TD Wealth he held roles as the New England VP/Mortgage & Credit Specialist at Merrill Lynch and the New England Director of Lending for UBS.
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 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.
Education
Providence College
B.S. in Accounting and Management
Suffolk University
MBA in Marketing
Ted can meet at these stores
TD Bank South Willow Street
TD Bank Weare
TD Bank Bedford South River Rd
TD Bank Epsom
TD Bank Keene West Street
TD Bank Concord Steeplegate
TD Bank Jaffrey
TD Bank South Main Street
TD Bank Goffstown
TD Bank Franklin Street
TD Bank Amherst
TD Bank Derry
TD Bank New Ipswich
TD Bank Milford
TD Bank Londonderry
TD Bank Bay Street
TD Bank Hudson
TD Bank Contoocook
TD Bank Wilton Lyndeborough
TD Bank Hampstead
TD Bank Salem N Broadway
TD Bank Concord North Main Street
TD Bank Nashua DW Plaza
TD Bank Hooksett
TD Bank Peterborough
TD Bank Nashua
TD Bank Rindge
TD Bank Merrimack
TD Bank Nashua Mall
TD Bank Bristol
TD Bank Tilton
TD Bank Hillsboro
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TD Investment Services (US)
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Private Client Group
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