TD Wealth® Private Client Group has promoted Kelly S. Kimball to Vice President, Senior Trust Advisor in the Vermont market. 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 her role, Kimball will bring TD Wealth's full range of investment options to Vermont area clients to support the management and distribution of their assets. As part of TD Wealth's holistic client service model, Kimball will partner with her Relationship Manager to develop a custom set of financial strategies and plans to ensure clients' assets are managed in line with their goals.
Kimball has 21 years of experience in banking and wealth management. She joined TD Bank in 1993 and most recently served as a Trust Advisor with TD Wealth. Kimball holds distinction as a Certified Trust and Financial Advisor (CTFA) and is a member of the Institute of Certified Bankers.
A resident of Essex Junction, Vt., Kimball serves on the board of the Vermont Elderly Resource Group (VERG). She is a 1994 graduate of Champlain College in Burlington.
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.