TD Bank - W. Todd Jones Relationship Manager NMLS #593348

As a Private Client Relationship Manager, Todd delivers TD Wealth’s full offering of private client 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, Todd held roles as a Wealth Advisor at Clarfeld Citizens Private Wealth and as a Client Advisor at PNC Wealth Management. Todd launched his banking career in 2003 and has almost 20 years of experience in the financial industry. He began his career in Sports & Entertainment then moved into banking and finance with Wachovia Bank as a Financial Specialist.

Wayne Todd Jones is a graduate of the University of Pittsburgh with a Bachelor of Science degree in Business. He currently holds his FINRA Series 7 and Series 66 registrations.