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.