People Moves

New Team, New Market Leader In New Jersey For TD Wealth

Anna Hallissey Reporter 28 March 2014

New Team, New Market Leader In New Jersey For TD Wealth

TD Wealth has brought in a five-strong team to strengthen its offerings in New Jersey, including a new market leader.

TD Wealth has brought in a five-strong team to strengthen its offerings in New Jersey, including a new market leader.

Based in Mt Laurel, NJ, John Watson will take charge as wealth market leader for the southern and coastal regions of the state.

He will manage the team and lead the expansion of TD’s wealth management business in the area, offering private banking, lending, investment and trust solutions to clients.

“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,” Sherry Varrelman, senior vice president and regional wealth leader for Metro Pennsylvania and New Jersey, TD Wealth, said.

Watson leaves Wells Fargo Private Bank after a 12-year stint, where he most recently served as wealth management advisor for the southern and coastal regions of New Jersey.

Joining Watson’s team are Angela Barone, James Beam, Adam Bracy, Jack Hall and Nick Rounds, the latter four all moving from PNC Wealth Management in Moorestown, NJ.

Barone, who will serve as estate settlement manager, has been with TD wealth since 2006. Prior to this, she practiced law for 12 years in the trusts and estates field.

Beam becomes vice president, senior investment advisor, taking responsibility for managing client investment portfolios. He has been in the industry for 14 years, specializing in global portfolio management, investment strategy and derivative solutions.

Both Bracy and Rounds will take up the role of vice president, senior relationship manager. They will deliver TD wealth management products and services to its clientele. This will include financial planning, estate planning, retirement planning, private banking and investment management. This mirrors similar roles that they both held at PNC Bank.

Rounding off the pack is industry veteran Hall, who will serve as vice president, senior credit advisor. Bringing 45 years of experience to TD Wealth, he will review and structure credit opportunities for the firm’s client and prospects.

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