TD Wealth Names New Market Leader and Bolsters Wealth Management Team in Southern and Coastal New Jersey

TD Wealth Private Client Group provides clients with customized private banking and wealth management services

MT. LAUREL, N.J. (March 27, 2014) – TD Wealth^® Private Client Group announced today the appointment of John J. 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.

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. Watson and his team will deliver TD Wealth’s comprehensive wealth management offering through convenience and exceptional customer service to help clients achieve their unique financial goals.

“The Southern and Coastal New Jersey regions are very important to us, and the market also serves as home to our U.S. corporate headquarters,” said Sherry A. Varrelman, Senior Vice President and Regional Wealth Leader for Metro Pennsylvania & New Jersey, TD Wealth. “We are delighted to be expanding our Wealth presence in this key region with the addition of these talented individuals.” 

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. He 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.  

A Mt. Laurel resident, Watson holds a Master’s in Financial Services (MSFS) from The American College and is a Certified Financial Planner (CFP^®), Accredited Wealth Management Advisor (AWMA^® ), Certified Trust and Financial Advisor (CTFA^® ) and Chartered Financial Consultant (ChFC^® ).  He serves on the Board of Chancellors of the Juvenile Diabetes Research Foundation of Southern New Jersey, and holds a Bachelor of Science degree from Rutgers University.

Each of the following four new members of Watson’s team was previously with PNC Wealth Management in Moorestown, N.J.:

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.

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.

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.

An Edgewater Park, N.J., resident, Bracy serves on the board of the YMCA of Burlington and Camden Counties and is a member of the South Jersey Young Professionals Association (SJYPA) and the Drexel University Young Alumni.

Bracy is a 2004 graduate of Drexel University in Philadelphia. He is originally from Willingboro, N.J.

Jack 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.

A Moorestown, N.J., resident, Hall serves on the board of the YMCA of Burlington and Camden Counties, founded Camp No Worries, a children’s cancer camp, and is a member of the Vietnam Veterans of America.

He is a graduate of Eastern Kentucky University.

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.

A resident of Cherry Hill, N.J., Rounds serves on the board of Junior Achievement of New Jersey. He is a 2003 graduate of Muhlenberg College in Allentown, Pa. Rounds was raised in Princeton, N.J.

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. She is a graduate of Temple University Beasley School of Law, and was admitted to the New Jersey and Pennsylvania Bar Associations.

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 achieve their unique financial goals 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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