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 | Your wealth planning specialist provides specialized planning strategies encompassing wealth transfer, estate, incapacity and tax planning as needed. |
| WEALTH MANAGEMENT INVESTMENT SPECIALIST | Your wealth management investment specialist will partner with your advisor to understand and help solve your investment- and trust-management challenges. |
| WEALTH MANAGEMENT INSURANCE SPECIALIST | Our team of wealth management insurance specialists partner with your advisor to identify solutions designed to help you create a guaranteed income stream, manage taxes and risk, and efficiently transfer wealth to heirs. |
| PORTFOLIO MANAGER | If you take advantage of the Private Asset Management program, a dedicated portfolio manager handles the management of your portfolio, regularly monitoring its progress and adjusting as needed. |
| 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. |
| ENDOWMENTS AND FOUNDATION SPECIALIST | Your endowments and foundation specialist works closely with advisors as needed to identify portfolio management and fiduciary challenges and deliver solutions tailored to address the needs of nonprofit organizations, or individuals setting up personal endowments. |