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TD Wealth names James Beam as Regional Investment Director for Metro Philadelphia, New Jersey and South Region


TD Wealth®Private Client Group has named James H Beam Jr (pictured) as Senior Vice President, Regional Investment Director for the South Region. 

TD Wealth Private Client Group provides clients with customised private banking and wealth management services through TD Bank, America’s Most Convenient Bank®, and its affiliates.
In his new role, Beam is responsible for all TD private client wealth investment activities throughout a region that includes Metro Philadelphia, New Jersey, Mid South (DC/Virginia), the Greater Carolinas and Florida markets.
Beam is a seasoned wealth management professional who has more than 15 years of experience in global portfolio management and investment strategy. He joined TD Wealth in 2013 and most recently served as a Vice President, Senior Investment Advisor, responsible for managing client investment portfolios.
A Barrington, NJ, resident, Beam holds a Master’s in Financial Planning from the University of Nebraska – Lincoln as well as an MBA from the University of Michigan’s Ross School of Business. He received an undergraduate degree from Rowan University.

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