TD Bank - John FitzGerald Relationship Manager NMLS #652431

(843) 607-6766
(843) 607-6766
John.Fitzgerald3@td.com
Registered Address
40 Calhoun Street
Charleston, SC 29401
US
Contact meSee the Stores I Support
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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.

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.
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Education

University of Mississippi
B.A. in English/Political Science

John can meet at these stores

Investment Solutions

TD Automated Investing
TD Automated Investing
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TD Automated Investing Plus
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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.
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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.
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