As a senior wealth management advisor, Joe helps his clients understand their financial plan, have confidence in it, and know they are working with an organization that cares about them.
Describe the culture at TIAA. What makes it unique?
I believe that TIAA is the best financial services provider for every client, or potential client, that I meet with. Our organization puts the client first. We’re a culture of working together to help our clients.
Where do you work and what do you enjoy most about your city?
New York City -- we are in the heart of the finance capital of the world and surrounded by TIAA institutional clients. There’s a great energy in this city.
How does your current position at TIAA help in serving our clients' goals?
My job is helping clients to reach their goals in a way that is comfortable for them. I strive to help them plan for their lifestyle to and through retirement, and plan for the security of their family.
Who has inspired you most in life and why?
My daughter. She’s taught me what it means to care for someone more than myself.
. TIAA Direct® and EverBank® are divisions of TIAA, FSB.