TD Bank - Ted Swan Relationship Manager NMLS #749700
(267) 300-1830
Registered Address
3220 Tillman Drive
Suite 407
Bensalem, PA 19020
US
See you in a bit
About Ted Swan
As a Private Client Relationship Manager, Ted Swan delivers TD Wealth’s full offering of private client banking, lending, investment management, trust and estate planning services to high net worth individuals and institutional clients 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 this strategy, Ted leverages the resources of TD Wealth and TD Bank to assemble a team of specialists to identify the needs of each client. As the primary point of contact, he develops an extensive relationship with each client and works closely with the assembled team to support their needs.
Prior to joining TD Wealth in 2012, Ted held roles as a Private Banker at Wachovia and a Relationship Manager at Citizens Bank. Ted volunteers for several charitable and non-profit organizations, including St. Ignatius of Antioch Parish, Free To Breathe, Special Olympics, and Cradles to Crayons.
Prior to joining TD Wealth in 2012, Ted held roles as a Private Banker at Wachovia and a Relationship Manager at Citizens Bank. Ted volunteers for several charitable and non-profit organizations, including St. Ignatius of Antioch Parish, Free To Breathe, Special Olympics, and Cradles to Crayons.
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 63The Series 63 is a securities exam and license entitling the holder to solicit orders for any type of security in a particular state, that they are registered in
- Series 65The Series 65 is an exam and securities license required by most US states for individuals to act as investment advisers.
Education
Villanova University
B.A. in Liberal Arts
Ted can meet at these stores
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