TD Wealth Private Client Group has named Charles M. Sullivan III as vice president, investment advisor and Palmira G. Azevedo as vice president, relationship manager, both serving the Boston Metro South and Rhode Island markets.
TD Wealth Private Client Group provides clients with customized private banking and wealth management services through TD Bank, America’s Most Convenient Bank, and its affiliates.
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In his role as investment advisor and portfolio manager, Charlie Sullivan will provide high net worth and institutional clients with personal wealth management guidance, and help them develop custom portfolios in line with their specific financial objectives.
As part of TD Wealth’s holistic client service model, he will partner with his relationship manager to develop a full range of investment solutions for Boston Metro South and Rhode Island area clients.
Sullivan has 30 years of banking and wealth management experience. Prior to joining TD Wealth, he served as a senior portfolio manager for Citizens Bank’s Private Wealth Group for eight years.
Previous to that, Sullivan worked in Smith Barney’s High Net Worth Division and at Fleet Financial Group. He is a member of the Providence Society of Financial Analysts.
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By GlobalDataAs a relationship manager, Palmira Azevedo will provide high net worth clients with a custom wealth management experience leveraging TD Wealth’s holistic client service model.
Working with TD Wealth’s investment advisors and trust advisors, she will proactively manage and invest her clients’ assets, and introduce them to the full range of wealth management solutions available to meet their specific financial objectives.
Azevedo has 24 years of experience in wealth management and banking. Prior to joining TD Wealth, she worked for 14 years at Citizens Bank as a private wealth manager in Providence.
She is a member of the Estate Planning Council of Rhode Island. Azevedo serves on the Board of Trustees with Reach Out and Read Rhode Island and volunteers with Junior Achievement.
