Francisco Avalle

Cathy Alexander is a Private Client Relationship Manager at TD Wealth, specializing in delivering a comprehensive suite of banking, lending, investment, trust, and estate services to high-net-worth individuals. With a focus on assessing client needs and developing tailored financial strategies, she leverages the resources of TD Wealth and TD Bank to assemble a specialized team to support each client's unique financial goals. Prior to joining TD Wealth in 2023, Cathy held senior roles at Bank of America and TD Wealth, bringing extensive experience in private client management. A graduate of the University of Phoenix with a Business Management degree, she holds multiple FINRA registrations, including Series 7, 63, and 65, demonstrating her qualifications in investment advisory services. 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.

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Coral Gables is here for you, serving Coral Gables, South Miami, Kendall, downtown Miami, Miami Beach, Dade County, Homestead and the Florida Keys. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.