TD Bank - John FitzGerald Relationship Manager NMLS #652431
(843) 607-6766
Registered Address
40 Calhoun Street
Charleston, SC 29401
US
See you in a bit
About John FitzGerald
As a Private Client Relationship Manager, John delivers TD Wealth’s full offering of private client banking, lending, investment management, trust, and estate planning services to high net worth individuals in her 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 2016, John held roles as a Private Banker at Wells Fargo and as a Wealth Management Banker at Merrill Lynch.
Prior to joining TD Wealth in 2016, John held roles as a Private Banker at Wells Fargo and as a Wealth Management Banker at Merrill Lynch.
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
University of Mississippi
B.A. in English/Political Science
John can meet at these stores
TD Bank Swansea
TD Bank Lexington
TD Bank Mt Pleasant
TD Bank Aiken Main
TD Bank Chapin
TD Bank Corley Mill
TD Bank Irmo
TD Bank Carmel Road
TD Bank Beatties Ford
TD Bank Columbia Main
TD Bank Columbia Northeast
TD Bank North Mount Pleasant
TD Bank Five Points
TD Bank Forest Drive
TD Bank Gateway
TD Bank North Charleston
TD Bank Parkway
TD Bank Summerville
TD Bank USC Bluffton
TD Bank Bluffton Hwy 278
TD Bank Buckwalter
TD Bank Citadel Mall
TD Bank East Bay Street
TD Bank Hilton Head Main
TD Bank James Island
TD Bank Wilkinson Blvd
TD Bank Sumter Highway
TD Bank Stonehenge
Investment Solutions
TD Automated Investing
Access TD Wealth's professionally managed investment portfolios simply and affordably through an innovative digital platform.
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.
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.
Let's talk about your personal wealth journey
At every stage of investing, we can help
We'll help you get started and to find an appropriate investment
Whatever your goals or timeline, we can help you get there. We'll help you get started and to find an appropriate investment