Learn about our specialists
Your TIAA advisor and client relationship consultant are your primary contacts. For more complex needs, including trusts and managed account services, your advisory team can call on specialists in other areas.
|WEALTH PLANNING SPECIALIST|| |
The Wealth Planning Strategies (WPS) team delivers wealth transfer, estate, and tax planning services for clients with the most complex needs. The team’s focus is to develop comprehensive action steps for pursuing retirement, asset accumulation, and long-term financial and estate planning goals for you.
|INTEGRATED SOLUTIONS DIRECTOR|| |
Our team of integrated solutions directors advance the product knowledge and expertise of advisors so that they may help address your financial challenges through the implementation of TIAA solutions.
|PORTFOLIO MANAGER|| |
If you take advantage of the Private Asset Management program, a dedicated portfolio manager will partner with your Wealth Management Advisor and a team of experts. You will receive comprehensive trust services and a tailored investment portfolio built to address your individual needs.
|TRUST ADMINISTRATOR||Your trust administrator, as part of the Private Asset Management program, helps you implement your estate plan, including cash management, and assists you with questions regarding your trusts.|