TD Bank - Robert Defina Financial Advisor

(732) 241-5180
(732) 241-5180
robert.defina@td.com
Registered Address
245 Park Avenue
Scotch Plains, NJ 07076
US
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As a Private Client Relationship Manager, Bob delivers TD Wealth’s full offering of private banking, lending, investment, trust, and estate 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 2022, Bob held roles as a Relationship Client Advisor at PNC Private Bank and as a Premier Banker at Wells Fargo Bank. He currently holds his FINRA Series 66 Registration.

Languages available

English

Services

  • Planning
  • Annuities
  • Life Insurance
  • Investment Management Services

Registrations

  • 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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Robert Defina can meet at these stores

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