Willie Tate (B'94)

As a private client relationship manager at TD Wealth, Willie Tate delivers its full offering of private banking, lending, investment, trust and estate services to high net worth individuals in his market. He also works with TD’s institutional client base in delivering custody, escrow, captive insurance, foreign exchange, 401k and investment management solutions, working closely with each client to assess their needs and develop a comprehensive plan focused on their financial goals. He leverages the resources of TD Wealth/TD Bank to assemble a team of specialists to fulfill the many needs of each client.

Tate joined TD Wealth in 2013 as a private client relationship manager in Vienna, VA. A graduate of Georgetown University with a B.S. in business administration, he currently holds the FINRA Series 6, 7 and 65 registrations. Tate completed his M.B.A. and Masters in Marketing at the University of Maryland.

Tate 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.

Tate will be featured on the panel entitled Creating Wealth, Building Legacies with Kirk Blackman (B'89), Tiffany Perkins-Munn (C'91), Lillie Nkenchor (L'18), Ryan Wilson (C'12, L'15), and Rohan Williamson (Parent'14, '18)