Cultured Billionaires Group

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.

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

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.