Advisor Headshot

TD Bank - Bernard Herrera Relationship Manager NMLS #727412

(646) 306-3749
(646) 306-3749
bernard.herrera@td.com
Contact meSee the Stores I Support
You are now leaving our website and entering a third-party website over which we have no control.
Continue to site
Neither TD Bank US Holding Company, nor its subsidiaries or affiliates, is responsible for the content of the third-party sites hyperlinked from this page, nor do they guarantee or endorse the information, recommendations, products, or services offered on third party sites.
Third-party sites may have different Privacy and Security policies than TD Bank US Holding Company. You shuold review the Privacy and Security policies of any third-party website before you provide personal or confidential information.

About Bernard Herrera

As a Private Client Relationship Manager, Bernard Herrera delivers TD Wealth’s full offering of private client banking, lending, investment, trust, and estate services to high net worth individuals in his market.

Bernard 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, Bernard Herrera held a role as a Private Client Relationship Manager at Citigroup. Bernard Herrera currently holds his FINRA Series 7 and 63, 65 Registrations.

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 7
    An 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.
    An 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 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.
  • Life/Health Insurance
BrokerCheck link

Bernard Herrera - TD Wealth Relationship Manager can meet at these stores

Investment Solutions

TD Automated Investing
TD Automated Investing
Access TD Wealth's professionally managed investment portfolios simply and affordably through an innovative digital platform.
Learn more
TD Automated Investing Plus
TD Automated Investing Plus
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.
Learn more
TD Investment Services (US)
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.
Learn more
Private Client Group
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.
Learn more

Let's talk about your personal wealth journey

At every stage of investing, we can help
Start Investing
We'll help you get started and to find an appropriate investment
Grow your wealth
Whatever your goals or timeline, we can help you get there.
Preserve your wealth
Work towards a worry-free retirement and leave the legacy you want
Wealth solutions for business owners
Take a comprehensive approach to growth and preservation strategies for your personal assets, while considering the value of your business, with TD Wealth Private Client Group.

Frequently Asked Questions

About TD Wealth

For decades, TD Wealth has provided guidance and investing insights to help people like you reach their financial goals. Today, we offer multiple ways to put your money to work for you, from automated investing to private wealth management. A TD Wealth Financial Advisor can help you match your investing style with the strategy that works best for you. We’re available to you in TD stores, by phone, through video conference or in person.
Learn more about us