Advisory Consultant
Current
Jun 2020 - Present
AeroLeads people directory · profile
David Lull Email & Phone Number
Advisory Consultant
at
TIAA
1 work email found
@tiaa.org
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Who is David Lull? Overview
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Quick answer
David Lull is listed as Advisory Consultant at TIAA, a with 11532 employees, based in United States. AeroLeads shows a work email signal at tiaa.org and a matched LinkedIn profile for David Lull.
David Lull previously worked as Wealth Management Advisor at Tiaa-Cref and Vice President/Partner at Joseph S. Sturniolo & Associates, Inc.. David Lull studied at Dartmouth College.
Company email context
Email format at TIAA
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{first_initial}{last}@tiaa.org
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AeroLeads found 1 current-domain work email signal for David Lull. Compare company email patterns before reaching out.
Profile bio
About David Lull
I’m an Advisory Consultant with more than 30 years of experience in financial services. I earned my Bachelor of Arts from Dartmouth College and received my Master of Business Administration from the University of Denver. I earned my CFP® professional designation at the College for Financial Planning in 1992.I am married with a wonderful family that includes three daughters and four grandchildren. Outside of the office, I enjoy skiing, hiking, spending time outdoors, various sports, and spending time with my family. I moved to Colorado in the '80s for the skiing.I am involved with Mile High and Red Rocks Church, and I volunteer with food delivery services at Good Shepherd Church.AR Insurance License #1592145CA Insurance License #0B51866/*********/Content posted here, including third parties’ sites, is for informational and educational purposes only and does not constitute a recommendation or investment advice. Comments and "likes" may not be representative of investor or client experiences, or success. TIAA-CREF Individual & Institutional Services, LLC, Member FINRA and SIPC, distributes securities products. This information is limited solely to U.S. residents. Advisory services are provided by Advice & Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment advisor. TIAA advisors and consultants may only conduct business with residents of the states in which they are licensed and registered, and not all investments and services are available in every state.
Listed skills include Cfp Certified Financial Planner, *Former Cdp Certified Divorce Planner License, and *Former Colorado Real Estate Broker License.
Current workplace
David Lull's current company
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Tiaa
3 roles
David Lull work experience
A career timeline built from the work history available for this profile.
Wealth Management Advisor
Consult with high net worth clients to achieve personal goals and objectives. Design customized and personal strategies to address specific financial challenges, concerns and needs. Responsible for managing and advising over 500 clients across the United States. Successfully work with clients building and securing personal and charitable wealth. • Key member of the TIAA-CREF’s top ranked Wealth Management Team in the Atlantic Division, and the top producing Team in the nation, during 2010.• Proven experience engaging and managing client relationships across the nation, making appropriate use of organizational resources, including Investment Planning Specialists, Wealth Planning Specialists, Insurance Planning Specialists, and Institutional and Endowment Specialists, as well as Administrative Assistants, Client Relationship Specialists and Client Service Specialists, utilizing telephone, letters, e-mails, brochures, seminars and personal meetings. •Instrumental in successfully initiating, engaging and managing on-going relationship with high net worth clients securing new assets of under management of over $100,000,000 in one year. •Successfully created tools and systems to allow for the successful initiation, development and management over 1,000 clients on an on-going basis.
Jun 2006 - Jun 2020
Vice President/Partner
Director FInancial Planning Department.
Jan 1998 - Apr 2006
Team & coworkers
Colleagues at TIAA
Other employees you can reach at tiaa.org. View company contacts for 11532 employees →
RT
Rosann Tripoli
Colleague at TiaaNew York, United States
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JM
Jay Marquez
Colleague at TiaaNew York City Metropolitan Area, United States
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AC
Anna Carson, Cfp®
Colleague at TiaaCharlotte, North Carolina, United States
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AW
Ann Williamson
Colleague at TiaaDenver, Colorado, United States
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MS
Mike Specht
Colleague at TiaaConcord, North Carolina, United States
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NF
Nancy Friehauf
Colleague at TiaaRedmond, Washington, United States
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MA
Mac Arthur Florence
Colleague at TiaaCharlotte, North Carolina, United States
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TF
Tina Fromme,Cfp®, Ctfa
Colleague at TiaaSt Louis, Missouri, United States
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JA
Joyce Alegeh
Colleague at TiaaLewisville, Texas, United States
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JT
Josh Taksier
Colleague at TiaaMiami-Fort Lauderdale Area, United States
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Rosann Tripoli
Colleague at TiaaNew York, United States
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JM
Jay Marquez
Colleague at TiaaNew York City Metropolitan Area, United States
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AC
Anna Carson, Cfp®
Colleague at TiaaCharlotte, North Carolina, United States
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AW
Ann Williamson
Colleague at TiaaDenver, Colorado, United States
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MS
Mike Specht
Colleague at TiaaConcord, North Carolina, United States
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NF
Nancy Friehauf
Colleague at TiaaRedmond, Washington, United States
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MA
Mac Arthur Florence
Colleague at TiaaCharlotte, North Carolina, United States
View →
TF
Tina Fromme,Cfp®, Ctfa
Colleague at TiaaSt Louis, Missouri, United States
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JA
Joyce Alegeh
Colleague at TiaaLewisville, Texas, United States
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JT
Josh Taksier
Colleague at TiaaMiami-Fort Lauderdale Area, United States
View →
2 education records
David Lull education
Education record
Mba, Finance & Management
FAQ
Frequently asked questions about David Lull
Quick answers generated from the profile data available on this page.
What company does David Lull work for?
David Lull works for TIAA.
What is David Lull's role at TIAA?
David Lull is listed as Advisory Consultant at TIAA.
What is David Lull's email address?
AeroLeads has found 1 work email signal at @tiaa.org for David Lull at TIAA.
Where is David Lull based?
David Lull is based in United States while working with TIAA.
What companies has David Lull worked for?
David Lull has worked for Tiaa, Tiaa-Cref, and Joseph S. Sturniolo & Associates, Inc..
Who are David Lull's colleagues at TIAA?
David Lull's colleagues at TIAA include Rosann Tripoli, Jay Marquez, Anna Carson, Cfp®, Ann Williamson, and Mike Specht.
How can I contact David Lull?
You can use AeroLeads to view verified contact signals for David Lull at TIAA, including work email, phone, and LinkedIn data when available.
What schools did David Lull attend?
David Lull studied at Dartmouth College.
What skills is David Lull known for?
David Lull is listed with skills including Cfp Certified Financial Planner, *Former Cdp Certified Divorce Planner License, and *Former Colorado Real Estate Broker License.
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