CHERRY HILL, N.J. – March 20, 2017 – TD Wealth® Private Client Group today announced the appointment of Sergio Iacovitti, Relationship Manager; and John P. Ward, Investment Advisor, further expanding the group's footprint across Central and Southern New Jersey. The duo brings over 40 years of experience in financial services and wealth management and will be based in Mercerville, N.J.
“The addition of Sergio and John demonstrates our commitment to serving Central and Southern New Jersey by bringing on the best and the brightest to drive growth and deliver a legendary experience to clients across the region,” said Sherry A. Varrelman, Senior Vice President and Regional Wealth Leader for the Southern U.S., TD Wealth. “Both individuals bring a wealth of talent and experience, and we are delighted to have them on board.”
As a Private Client Relationship Manager, Sergio Iacovitti will deliver TD Wealth’s full offering of private banking, lending, investment, trust, and estate services to high net worth individuals in the Central and Southern New Jersey regions. As the primary point of contact, he will work closely with each client to assess their needs and develop a comprehensive goals-based approach to help them work towards their financial goals.
Iacovitti joins TD Wealth after spending 16 years at Wells Fargo, most recently as Senior Vice President, Wealth Advisor in Princeton, N.J. He brings over 20 years of experience in wealth management and financial planning.
As a Private Client Investment Advisor, John Ward will provide high net worth individuals and institutional clients with TD Wealth’s full suite of investment offerings, including professional portfolio management, portfolio guidance, and a wide range of brokerage services. Through a team-based, consultative approach, he will work closely with each client to identify their investment objectives and implement solutions to help them develop financial strategies.
Ward joins from Wells Fargo, where he most recently served as Senior Vice President, Senior Investment Strategist. He brings more than 20 years of banking and financial services experience.
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, America’s Most Convenient 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.
About TD Bank, America's Most Convenient Bank
TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 9 million customers with a full range of retail, small business and commercial banking products and services at more than 1,200 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, America's Most Convenient 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.