TD Bank - Sarah Smets Relationship Manager

(603) 775-3904
(603) 775-3904
sarah.smets@td.com
Registered Address
333 State Street
Portsmouth, NH 03801
US
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As a Private Client Relationship Manager, Sarah delivers TD Wealth’s full offering of private client banking, lending, investment, trust, and estate services to high-net-worth individuals 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 upon this strategy, she 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, she develops an extensive relationship with each client and works closely with the team assembled to support their needs.

Prior to joining TD Wealth in 2022, Sarah held roles as a Wealth Analyst at Lake Street Advisors and as a Wealth Relationship Manager at Citizens Bank.

Sarah Smets is a graduate of the University of New Hampshire with a Bachelor's degree in Sociology and Women's Studies. She currently holds her FINRA Series 7 and 66 registrations.

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.
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Education

Sarah Smets is a graduate of the University of New Hampshire with a Bachelor's degree in Sociology and Women's Studies. She currently holds her FINRA Series 7 and 66 registrations.

Sarah Smets can meet at these stores