TD Wealth

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255 Alhambra Cir
Miami, FL 33134
+1 (866) 235-1248
https://www.tdbank.com

TD Wealth in Miami, FL offers a range of financial services to help individuals and businesses manage their wealth and investments.

With a team of experienced financial advisors, TD Wealth provides personalized financial planning and investment strategies tailored to each client's unique goals and needs.

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Cathy Alexander

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
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Gregg Gelber-Morgan Stanley

The Gelber Group at Morgan Stanley personally serves our clientele to help them understand cash flow and preservation of their assets, while maintaining their lifestyle now and through retirement.
United States›Florida›Miami›TD Wealth

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