Brian Attard-Financial Advisor, TD Bank

Robert Defina is a Relationship Manager at TD Wealth in Scotch Plains, NJ, specializing in delivering comprehensive financial solutions to high-net-worth individuals. With a focus on assessing client needs and developing tailored strategies, he leverages the resources of TD Wealth and TD Bank to assemble a dedicated team of specialists for each client. Prior to joining TD Wealth in 2022, Bob held roles at PNC Private Bank and Wells Fargo Bank, and he currently holds his FINRA Series 66 registration. His expertise encompasses a range of services, including investment management, private banking, and estate services, aimed at helping clients achieve their financial goals. Generated from the website

Marc Roberts, located in Moorestown, NJ, specializes in a range of financial services, including personal and commercial investment management, wealth planning, and insurance. Their offerings aim to help clients achieve their financial goals through customized solutions and insights. With an emphasis on personalized service, Marc Roberts provides comprehensive financial planning, estate and trust services, and institutional banking. The firm is committed to guiding clients through their unique investment journeys while navigating various market risks and uncertainties. Generated from the website

Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial guidance you can count on and financial solutions that adapt as your objectives change.