TD Bank - Beatriz Pallares Relationship Manager NMLS #466475

As a Private Client Relationship Manager, Beatriz Pallares delivers TD Wealth's full offering of private client banking, lending, investment management, and trust and estate planning services to high net worth individuals in her market. Beatriz also has extensive experience in servicing business owners and individuals. She has an in-depth understanding of the Professional Services industry; in particular, Audit Firms and their unique wealth management needs. Beatriz 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. TD Wealth® Private Client Group, provides a full range of investment, banking and wealth advisory services to help you try and reach your personal and professional objectives while working within the auditor independence rules that govern your investment choices.

Prior to joining TD Wealth in 2009, Beatriz worked at Citigroup Private Bank catering to high net worth families and corporate executives. She began her career in financial services at US Trust serving the wealth management needs of High Net Worth families and Not-For-Profit institutions. She is a member of the American Business Women's Association, New York Banker's Association, Financial Planning Association and the Financial Women's Association.