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Willie Tate

Financial Advisor, TD Bank
Treasurer

As a Private Client Relationship Manager, Willie delivers TD Wealth’s full offering of private banking, lending, investment, trust and estate services to high net worth individuals in his market. He also works with our institutional client base in delivering custody, escrow, captive insurance, foreign exchange, 401k and investment management solutions. He works closely with each client to assess their needs and develop a comprehensive plan focused on their financial goals. In executing upon this strategy, he 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, he develops an extensive relationship with each client and works closely with the team assembled to support their needs.

Willie joined TD Wealth in 2013 as a Private Client Relationship Manager located in Vienna, VA. He is a graduate of Georgetown University with a Bachelor of Science degree in Business Administration and currently holds the FINRA Series 6, 7 and 65 registrations. He has furthered his education through the University of Maryland University College where he completed his M.B.A. and Masters in Marketing. Willie is also a 2015 graduate of Leadership Fairfax.

Willie is actively involved in his community and volunteers for several charitable and non-profit organizations including Leveling the Playing Field, Good Shepherd Housing and Family Services, Fairfax County Youth Football, National Black MBA Association DC Chapter, Urban Financial Services Coalition, Toastmasters International, INROADS, and Phillips Academy-Andover.

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Our metal donation bins have a variety of partners Our metal donation bins have a variety of partners, colors, and locations, but the goal for each is the same: to collect new and gently used sports equipment in your neighborhood ⚽🏀🏈🏒⚾🎾

Visit our Donation Bin Locator in our bio and story to find your closest LPF metal bin
LPF’s Champions of Play Monthly Giving Program s LPF’s Champions of Play Monthly Giving Program supports LPF as we aim to increase our impact and access to youth sports for ALL kids 🏆

In addition to supporting our mission, Champions of Play can access exclusive LPF swag!

Learn more in our bio and story
In Buffalo, NY, basketball is now popular than eve In Buffalo, NY, basketball is now popular than ever at @senecastreetcdc after visiting the @lpfwny warehouse🏀

Impact stories like these are plenty of motivation to make sure every kid can play sports without worrying about equipment!

Want To Help Get More Kids Involved?

See what you can do >
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