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Lunch Meeting with Cathy Alexander

  • American Legion 16401 Southwest 90th Avenue Palmetto Bay, FL 33158 (map)

As a Private Client Relationship Manager, Cathy delivers TD Wealth’s full offering of private banking, lending, investment, trust, and estate services to high net worth individuals in her market. She works closely with each client to assess their needs and develop a comprehensive plan focused on their financial goals. In executing upon this strategy, she leverages the resources of TD Wealth and TD Bank to assemble a team of specialists to fulfill the many needs of each client. As the primary point of contact, she develops an extensive relationship with each client and works closely with the team assembled to support their needs.

Prior to joining TD Wealth in 2009, Cathy held roles as Vice President, Private Client Manager at US Trust Bank of America and Vice President, Client Advisor at SunTrust Wealth Management.

Cathy Alexander is a graduate of University of Phoenix in 2003 with a degree in Bachelor of Science in Business Management. She currently holds her FINRA Series 7 and 66 registrations. Cathy is on the Executive Board for Leadership Miami for the Greater Miami Chamber of Commerce and also a Board Member and Vice-Chair for the Women Leadership Council for United Way Miami.

Earlier Event: March 4
Burger Bash