TD Wealth Names James Beam as Regional Investment Director for Metro Philadelphia, New Jersey and South Region

TD Wealth helps personal investors, institutional and non-profit organizations gather, grow and safeguard their assets

PHILADELPHIA (November 20, 2015) – TD Wealth^® Private Client Group has named James H. Beam Jr. as Senior Vice President, Regional Investment Director for the South Region. 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.

In his new role, Beam is responsible for all TD private client wealth investment activities throughout a region that includes Metro Philadelphia, New Jersey, Mid South (DC/Virginia), the Greater Carolinas and Florida markets.

Beam is a seasoned wealth management professional who has more than 15 years of experience in global portfolio management and investment strategy. He joined TD Wealth in 2013 and most recently served as a Vice President, Senior Investment Advisor, responsible for managing client investment portfolios.

A Barrington, N.J., resident, Beam holds a Master’s in Financial Planning from the University of Nebraska – Lincoln as well as an MBA from the University of Michigan’s Ross School of Business. He received an undergraduate degree from Rowan University

About TD Wealth
Through TD Wealth’s Private Client Group, TD Bank, N.A. and its affiliates work with high net worth individuals and institutions to help build, preserve and transition wealth. Delivering private banking and wealth management services for more than 80 years, TD Wealth is committed to helping personal investors, institutional and non-profit organizations gather, grow and safeguard their assets by building long-lasting relationships, and sharing the resources of one of the 10 largest financial institutions in the U.S., TD Bank, America’s Most Convenient Bank^®. From private banking, securities, investment advisory services, private trust, and estate planning, to institutional trust, including retirement planning, captive insurance and trustee services, TD Wealth creates and delivers customized and integrated wealth management solutions. TD Wealth is a service mark of The Toronto-Dominion Bank. For more information, visit http://www.tdbank.com/investments.

About TD Bank, America's Most Convenient Bank^®
TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and services at approximately 1,300 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth^®, and vehicle financing and dealer commercial services through TD Auto Finance. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit www.tdbank.com. Find TD Bank on Facebook at www.facebook.com/TDBank and on Twitter at www.twitter.com/TDBank_US.

TD Bank, America's Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol "TD". To learn more, visit www.td.com.

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