TD Bank - Nick Rounds Relationship Manager NMLS #892920
(856) 477-9121
Registered Address
336 Route 70 West
Marlton, NJ 08053
US
See you in a bit
About Nick Rounds
As a Private Client Relationship Manager, Nick 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, Nick 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, Nick develops an extensive relationship with each client and works closely with the team assembled to support their needs.
Nick joined TD Wealth in 2013 as a Private Client Senior Relationship Manager located in Mount Laurel, NJ. , Nick has worked in the financial services industry for over 10 years. Nick is actively involved in his community, serving on the board of Junior Achievement of New Jersey, and volunteering as a youth soccer coach. Nick currently resides in Cherry Hill with his wife and two children.
Nick joined TD Wealth in 2013 as a Private Client Senior Relationship Manager located in Mount Laurel, NJ. , Nick has worked in the financial services industry for over 10 years. Nick is actively involved in his community, serving on the board of Junior Achievement of New Jersey, and volunteering as a youth soccer coach. Nick currently resides in Cherry Hill with his wife and two children.
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
Muhlenberg College
Bachelor of Arts degree
Cum Laude
Nick can meet at these stores
TD Bank Spring Lake Heights
TD Bank Aberdeen
TD Bank Eatontown
TD Bank Freehold
TD Bank Freehold South
TD Bank Harmony Road
TD Bank Hazlet
TD Bank Holmdel
TD Bank Howell
TD Bank Marlboro
TD Bank Monmouth Regional
TD Bank Neptune
TD Bank Ocean Township
TD Bank Red Bank
TD Bank South Tinton Falls
TD Bank Wall
TD Bank West Long Branch
Investment Solutions
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Get the ease and convenience of TD Automated Investing—plus guidance from TD Wealth Financial Advisors, who will help you refine and develop your investment goals.
TD Investment Services (US)
Work with a dedicated Relationship Manager to build a diversified portfolio and a customized TD Wealth Plan built around your personal goals.
Private Client Group
Receive our highest level of service and allow us to manage all of your banking, investing and lending needs—led by a dedicated Relationship Manager.
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Whatever your goals or timeline, we can help you get there. We'll help you get started and to find an appropriate investment
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Frequently Asked Questions
About TD Wealth
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