TD Wealth Private Client Group has appointed John Watson as wealth market leader for the Southern and Coastal New Jersey markets.
In addition, TD Wealth has added four experienced advisors – James H. Beam Jr., Adam E. Bracy, John L. (Jack) Hall, and Nicholas C. Rounds – to support TD Wealth’s continued expansion in southern and coastal New Jersey. Watson and his team are based in Mt. Laurel, N.J.
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John Watson, TD Wealth’s new wealth market leader for the Southern and Coastal New Jersey markets. As Wealth Market Leader, John Watson will be responsible for managing the team and growing TD’s wealth management business across a market that includes southern New Jersey as well as Ocean and Monmouth counties on the Jersey Shore.
Watson will lead a team of locally-based wealth management professionals in bringing a comprehensive offering of private banking, lending, investment, and trust solutions to clients in the region. Watson has 22 years of banking and financial services industry experience. He joined TD Wealth after 12 years at Wells Fargo Private Bank in Princeton, N.J., where he most recently served as wealth management advisor for its central and southern New Jersey regions.
James Beam has joined TD Wealth as vice president, senior investment advisor, responsible for managing client investment portfolios. Beam is a seasoned wealth management professional who has more than 14 years of experience in global portfolio management and investment strategy with a strong background in derivative solutions.
Adam Bracy has joined TD Wealth as vice president, senior relationship manager. He is responsible for delivering TD’s complete suite of wealth management products and services to its clientele, including financial planning, estate planning, retirement planning, private banking and investment management. Bracy has 10 years of experience in banking, investments and wealth management, and most recently served in a similar role at PNC Bank.
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By GlobalDataJack Hall has joined TD Wealth as vice president, senior credit advisor, and is responsible for review and structure credit opportunities for TD Wealth clients and prospects. He has 45 years of experience in wealth management, investments and banking, including the past 22 years at PNC Bank.
Nick Rounds has joined TD Wealth as vice president, senior relationship manager. He is responsible for delivering TD’s complete suite of wealth management products and services to its clientele, including financial planning, estate planning, retirement planning, private banking and investment management. Rounds has 10 years of experience in banking, investments and wealth management, most recently serving in a similar role at PNC Bank.
Also on Watson’s team is Angela Barone, who serves as Estate Settlement Manager, having joined TD Wealth in 2006. Prior to TD, she practiced law for 12 years in the trusts and estates field. She is a member of the Philadelphia Bar Association-Probate and Trust Law Section, the Estate and Financial Planning Council of Southern New Jersey, and the National Academy of Elder Law Attorneys.
