TD Bank - Greg Campbell Relationship Manager NMLS #536382
(908) 798-0580
Registered Address
70 Morristown Road
Bernardsville, NJ 07924
US
See you in a bit
About Greg Campbell
As a Private Client Relationship Manager, Greg delivers TD Wealth’s full offering of private client 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 2017, Greg held roles as a Senior Relationship Manager at PNC Wealth Management and as a Private Client Advisor at US Trust, Bank of America's Private Wealth Management.
Prior to joining TD Wealth in 2017, Greg held roles as a Senior Relationship Manager at PNC Wealth Management and as a Private Client Advisor at US Trust, Bank of America's Private Wealth Management.
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 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
Virginia Tech
B.A. in English
Pamplin College of Business
MBA in Finance
Greg can meet at these stores
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