Neighbor News
TD Wealth Names Walpole's Adam West Relationship Manager in Southeastern MA, Metrowest and Worcester Markets
West provides high net worth clients with a custom wealth management experience leveraging TD Wealth's holistic client service model
TD Wealth® Private Client Group has named Adam West of Walpole as Relationship Manager in Metro Boston, covering the Southeastern MA, MetroWest and Worcester markets. TD Wealth Private Client Group provides clients with customized private banking and wealth management services through TD Bank and its affiliates.
As a Relationship Manager, West provides high net worth clients with a custom wealth management experience leveraging TD Wealth’s holistic client service model. Working with TD Wealth’s Investment Advisors and Trust Advisors, West will proactively manage and invest his clients’ assets, and introduce them to the full range of wealth management solutions available to meet their specific financial objectives.
West has more than 15 years of experience in wealth management and banking. Prior to joining TD Wealth, he served as a First Vice President at Wells Fargo Advisors, based in Boston and covering New England, and Vice President at Citizens Bank and Bank of America. He also has worked as a Financial Advisor at both Morgan Stanley and Salomon Smith Barney.
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West lives in Walpole with his wife and three children and is actively involved in his community. He is a graduate of the University of Massachusetts in Boston with bachelor’s degree in Finance.
About TD Wealth
Through TD Wealth’s Private Client Group, TD Bank, N.A. and its affiliates work with high net worth individuals and institutions to help build, preserve and transition wealth. Delivering private banking and wealth management services for more than 80 years, TD Wealth is committed to helping personal investors, institutional and non-profit organizations gather, grow and safeguard their assets by building long-lasting relationships, and sharing the resources of one of the 10 largest financial institutions in the U.S., TD Bank. From private banking, securities, investment advisory services, private trust, and estate planning, to institutional trust, including retirement planning, captive insurance and trustee services, TD Wealth creates and delivers customized and integrated wealth management solutions. TD Wealth is a service mark of The Toronto-Dominion Bank. For more information, visit http://www.tdbank.com/investments.
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About TD Bank
TD Bank is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and services at approximately 1,300 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth®, and vehicle financing and dealer commercial services through TD Auto Finance. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit www.tdbank.com. Find TD Bank on Facebook at www.facebook.com/TDBank and on Twitter at www.twitter.com/TDBank_US.
TD Bank is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol “TD”. To learn more, visit www.td.com.
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