Michael Smith, Cfp®
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Michael Smith, Cfp® Email & Phone Number

Vice President Wealth Management Advisor at TIAA
Location: Cleveland, Ohio, United States 4 work roles 1 school
1 work email found @tiaa.org LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email m****@tiaa.org
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Current company
TIAA
Role
Vice President Wealth Management Advisor
Location
Cleveland, Ohio, United States
Company size
13563 employees

Who is Michael Smith, Cfp®? Overview

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Quick answer

Michael Smith, Cfp® is listed as Vice President Wealth Management Advisor at TIAA, a with 13563 employees, based in Cleveland, Ohio, United States. AeroLeads shows a work email signal at tiaa.org and a matched LinkedIn profile for Michael Smith, Cfp®.

Michael Smith, Cfp® previously worked as Vice President Financial Consultant at Charles Schwab and Financial Advisor at Merrill Lynch. Michael Smith, Cfp® holds Bachelor'S Degree, Finance, General from Case Western Reserve University.

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Email format at TIAA

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*@tiaa.org
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Profile bio

About Michael Smith, Cfp®

I am currently a Senior Wealth Management Advisor at TIAA. I’m also a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with more than 10 years of financial services experience.Working with clients to help them achieve their financial goals has always been my passion. I enjoy spending my time helping educate my clients on complex issues, as it makes me feel like I’m making a difference in their lives. My areas of focus are estate planning and income planning, and my clients mainly work in the non/not-for-profit space.I received my bachelor’s degree in finance from Case Western Reserve University.I grew up in New Jersey and moved to Cleveland for college. I currently reside in Willoughby, OH, with my wife, Jamie, and our two sons, Hunter and Dylan. In my free time, I enjoy cooking and building semi-stable furniture out of wood. I am a self-taught woodworker who has built a number of furniture pieces in our home. When not in the kitchen or wood shop, I enjoy running with our Australian Cattle Herder dog and trying to keep up with my sons.

Current workplace

Michael Smith, Cfp®'s current company

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TIAA
Tiaa
Vice President Wealth Management Advisor
730 Third Ave., New York,NY 10017,United States
Website
tiaa.org
Employees
13563
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4 roles

Michael Smith, Cfp® work experience

A career timeline built from the work history available for this profile.

Vice President Wealth Management Advisor

Current
Tiaa
Aug 2014 - Present

Vice President Financial Consultant

Charles Schwab
Jul 2012 - Jul 2014
Team & coworkers

Colleagues at TIAA

Other employees you can reach at tiaa.org. View company contacts for 13563 employees →

VM Victoria Mitchell Victoria Mitchell Colleague at TiaaCharlotte Metro, United States View → NP Nitin Patil Nitin Patil Colleague at TiaaPune, Maharashtra, India View → RM Rahul Madhariya Rahul Madhariya Colleague at TiaaPune, Maharashtra, India View → AA Akash Atkare Akash Atkare Colleague at TiaaPune, Maharashtra, India View → SW Sean Wilson Sean Wilson Colleague at TiaaBethesda, Maryland, United States View → JH Javier Hood Javier Hood Colleague at TiaaCharlotte Metro, United States View → ED Elizabeth Delatorre Elizabeth Delatorre Colleague at TiaaRumson, New Jersey, United States View → JJ Jodie Justus Jodie Justus Colleague at TiaaBranford, Connecticut, United States View → RT Rob Tencate Rob Tencate Colleague at TiaaDenver, Colorado, United States View → DC Daniel Catalano, Cfp® Daniel Catalano, Cfp® Colleague at TiaaHackensack, New Jersey, United States View →
1 education record

Michael Smith, Cfp® education

FAQ

Frequently asked questions about Michael Smith, Cfp®

Quick answers generated from the profile data available on this page.

What company does Michael Smith, Cfp® work for?

Michael Smith, Cfp® works for TIAA.

What is Michael Smith, Cfp®'s role at TIAA?

Michael Smith, Cfp® is listed as Vice President Wealth Management Advisor at TIAA.

What is Michael Smith, Cfp®'s email address?

AeroLeads has found 1 work email signal at @tiaa.org for Michael Smith, Cfp® at TIAA.

Where is Michael Smith, Cfp® based?

Michael Smith, Cfp® is based in Cleveland, Ohio, United States while working with TIAA.

What companies has Michael Smith, Cfp® worked for?

Michael Smith, Cfp® has worked for Tiaa, Charles Schwab, Merrill Lynch, and Ameriprise Financial Services, Inc..

Who are Michael Smith, Cfp®'s colleagues at TIAA?

Michael Smith, Cfp®'s colleagues at TIAA include Victoria Mitchell, Nitin Patil, Rahul Madhariya, Akash Atkare, and Sean Wilson.

How can I contact Michael Smith, Cfp®?

You can use AeroLeads to view verified contact signals for Michael Smith, Cfp® at TIAA, including work email, phone, and LinkedIn data when available.

What schools did Michael Smith, Cfp® attend?

Michael Smith, Cfp® holds Bachelor'S Degree, Finance, General from Case Western Reserve University.

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