Frank O’Brien Promoted to TD Wealth Market Leader for Metro Carolinas
July 14, 2014
GREENVILLE, SC – TD Wealth® Private Client Group announced today the promotion of Frank O’Brien to Wealth Market Leader for the Metro Carolinas Region, which covers all of TD’s South Carolina and Western North Carolina 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.
In his role, O’Brien will lead the Metro Carolinas team in delivering TD Wealth’s comprehensive banking, lending, investment and trust offerings to the market. Partnering closely with TD Bank’s leadership team in the Carolinas, O’Brien will provide integrated financial solutions to help clients better manage, cultivate and preserve their wealth.
“I would like to congratulate Frank on his new leadership role within TD Wealth,” said Steve Truitt, Regional Wealth Leader for Metro Mid-South. “Frank’s deep ties in the Carolina wealth management community, substantial industry experience, and strong client relationships will position him for success.”
“Since joining TD Wealth, Frank has demonstrated his ability to drive our local Wealth business through his leadership, work ethic and knowledge of the private banking industry. He has proven his expertise in building and sustaining customer relationships, and improving the client experience,” said Rob Hoak, Regional President, Metro Carolinas, TD Bank. “We are pleased to have Frank join TD’s market leadership team.
Previously, O’Brien served as Senior Relationship Manager for TD Wealth in Greenville, S.C., providing clients with private banking and wealth management services. O’Brien has 27 years of experience in financial services and has served in executive positions with WHM Capital Advisors, SunTrust Banks, Inc. and Wachovia Bank.
“I feel privileged to take on this new role with TD Wealth as it continues to increase its visibility in the Metro Carolinas region. As the TD Wealth business continues to expand our presence in these markets, I look forward to continuing to deliver exceptional client service for our customers,” said O’Brien.
O’Brien serves on the Board of Advisors for Camp Greenville in Greenville, S.C. and Storm Eye Institute in Charleston, S.C. He also serves on the Board of Directors for United Way of Greenville and the Palmetto Society, where he previously served as chairman. He is a graduate of the University of North Carolina at Chapel Hill.
O’Brien will be based at TD Bank’s regional headquarters at 104 Main Street in Greenville.
About TD Wealth®
Through TD Wealth, TD Bank, N.A. and its subsidiaries partner 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, portfolio management, 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.
