ORLANDO, Fla., Feb. 22 /PRNewswire/ -- To continue its tradition of
listening closely to and meeting the needs of independent financial advisors,
TD Waterhouse Institutional Services today named 12 new advisors to a one-year
term on the firm's Advisor Panel. The announcement was made at Partnership
2002, TD Waterhouse's Annual National Financial Advisor Conference in Orlando,
Florida.
"We established the Advisor Panel in 2000 to assist us in providing the
more than 2,000 independent advisors in our network with an unparalleled
combination of financial products and services, technology, world-class
service and overall value," said J. Thomas Bradley, Jr., President of TD
Waterhouse Institutional Services. "Staying close to our customers' needs
and listening to their feedback is the key to our continued success. We look
forward to working closely with the new panel to continue the success we've
enjoyed through our work with the outgoing panel members."
The 12-member panel is a diverse cross-section of the financial advisor
community and will meet quarterly with the senior management team of TD
Waterhouse Institutional Services. Through the meetings, the panel and TD
Waterhouse will share in an open exchange of ideas about the direction of
investment advisory practices, the evolving needs of advisors, the development
of new products and services, and the effectiveness of existing products and
services.
The panel consists of:
-- Saxon Birdsong of Baltimore-Washington Financial Advisors, Inc. in
Ellicott City, MD
-- Christopher J. Cordaro of Regent Atlantic Capital, LLC in Chatham, NJ
-- Roy T. Diliberto of RTD Financial Advisors, Inc. in Philadelphia, PA
-- Tom Grzymala of Alexandria Financial Associates, Ltd. in Alexandria, VA
-- Aaron Izenstark of Iron Financial Management, Inc. in Northfield, IL
-- Joseph K. Kiely of Kiely Financial Services, Inc. in Greenville, NC
-- Stephen W. Lewis of Lewis & Matthews Investments Management in Menlo
Park, CA
-- Dexter Lyons of Price Capital Management, Inc. in Lafayette, LA
-- Donald Frank Reilly of Reilly Financial Advisors in La Mesa, CA
-- Harry L. Russell of Russell Capital Management, Inc. in Lexington, KY
-- Timothy L. Smith of The Comprehensive Group in Parsippany, NJ
-- Robert A. Steffen of Robert Steffen & Associates in Bloomington, MN
TD Waterhouse Institutional Services provides comprehensive financial
services to over 2,000 independent financial advisors, whose clients
collectively account for approximately 16% of TD Waterhouse's U.S. customer
assets. TD Waterhouse Institutional has serviced advisors for 10 years. We
provide advisors and their clients with world-class service, cutting-edge
technology and a comprehensive offering of products and services, all at a
competitive price. TD Waterhouse Institutional is a division of TD Waterhouse
Investor Services, Inc. (Member NYSE/SIPC), a subsidiary of TD Waterhouse
Group, Inc.
TD Waterhouse Group, Inc. provides investors and financial advisors with a
broad range of brokerage, mutual fund, banking and other consumer financial
products on an integrated basis. Worldwide, TD Waterhouse currently services
3.3 million active customer accounts in the United States, Canada, the United
Kingdom, and Australia. The firm also has joint ventures in Japan,
Luxembourg, Hong Kong and India to serve investors in those countries. TD
Waterhouse can be found on the Internet at http://www.tdwaterhouse.com and on America
Online at Keyword: TD Waterhouse. TD Waterhouse is a wholly-owned subsidiary
of TD Bank (NYSE: TD; TSE) and part of TD Bank Financial Group. Headquartered
in Toronto, Canada, with offices around the world, TD Bank Financial Group
offers a full range of financial products and services to approximately
13 million customers worldwide.
SOURCE TD Waterhouse Group, Inc.
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Related links:
http://www.tdwaterhouse.com
CONTACT:
Melissa Fox of TD Waterhouse Group, Inc.,
+1-212-908-3101 or MelissaFox@TDWaterhouse.com
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