Josh Sullivan - Wealth Relationship Manager

Patrick McGuiness is a TD Wealth Relationship Manager based in Manchester, NH, specializing in delivering comprehensive private client banking, lending, investment, trust, and estate services to high-net-worth individuals. With a focus on assessing client needs and developing tailored financial strategies, he collaborates with a team of specialists to fulfill diverse client requirements. Prior to joining TD Wealth in 2023, McGuiness held positions as a Private Client Relationship Manager at Citizens Bank and as a Financial Advisor at Edward Jones. He holds a degree from Saint Anselm College and an MBA in Finance from Norwich University, along with FINRA Series 7 and 66 registrations. 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.

Located in the bustling city of Manchester, NH, Joshua Winkler - TD Wealth Relationship Manager offers top-notch financial planning services to individuals seeking to secure their financial future. With a keen eye for detail and a wealth of experience in the industry, clients can trust in the expertise and guidance provided by this esteemed professional. From retirement planning to investment strategies, they offer personalized solutions tailored to meet the unique needs and goals of each client. At Joshua Winkler - TD Wealth Relationship Manager, clients can expect a collaborative approach to financial planning, where their priorities and aspirations take center stage. By fostering a supportive and transparent environment, they empower individuals to make informed decisions that align with their long-term objectives. Whether you're looking to build wealth, protect assets, or plan for the unexpected, this financial planner is dedicated to helping clients navigate the complexities of finance with confidence and peace of mind. Generated using this place's available information