Wealth Management Advisor
I manage the relationships with high net worth TIAA clients in the Alabama region. Generally, I work with those clients to define their financial goals, both now and into retirement, and develop a plan to ensure they achieve those goals. Most of my clients are professors, doctors, or members of academia who started their relationship with TIAA through an employer sponsored retirement plan. I work with these clients to:1) Develop a strategy to manage their complete investment portfolio in an effective manner.2) Work with these clients to come up with a distribution plan that is both effective and tax efficient.3) Help clients understand that incapacity planning is critical, in the event the client is unable to make decisions on his/her own.4) Ensure their estate plan is set up to ensure the assets transition at death to their heirs the most tax efficient way possible.I am responsible for new asset growth at TIAA-CREF of over $100 million, with over $50 million placed in our managed account solutions. In addition, the assets under management in my client base exceed $300 million.
