For over two years I was in charge of the team that created all of TD Ameritrade's CRM work and produced campaigns for a variety of investment audiences: traders, rollover, retirement, and partnerships to name a few. Our work covered everything from landing pages to emails to in-branch materials and direct mail collateral and in Q2 of 2016, TD Ameritrade reported that it grew new net client assets by 16 percent—or $14 billion—year over year.*

*AdWeek - October 24, 2016

The Goal Planning Microsite was built to give an overview of how TD Ameritrade offers personalized advice on how to prepare for the years to come. We focused on putting the user at ease about their financial future by speaking to the experience Goal Planning professionals bring to the table and using imagery that shows a man and his son enjoying today without worrying about tomorrow. 

My Role: Creative Director

Art Director: Baird Clinkscales   |   Designer: Marcel Williams   |   Copywriter: Sandy Moore

Giving away a trip to Super Bowl XL is no small prize and we helped TD Ameritrade showcase that fact with an online campaign geared towards giving their clients a reason to celebrate. The Invest for the Win website used animated confetti and celebratory imagery to entice the viewer to fund their account in order to receive more entries into the sweepstakes. The accompanying email campaign focused on continuous communication reminding clients that the deadline to enter was approaching or thanking them for their deposit and verifying their subsequent sweepstakes entry.

My Role: Creative Director & Art Director

Designer: Marcel Williams   |   Copywriter: Sandy Moore