Mike Smith, Cfp®, Atfa
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Mike Smith, Cfp®, Atfa Email & Phone Number

Wealth Management Advisor at TIAA at TIAA
Location: Charlotte, North Carolina, United States 4 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Role
Wealth Management Advisor at TIAA
Location
Charlotte, North Carolina, United States
Company size

Who is Mike Smith, Cfp®, Atfa? Overview

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Quick answer

Mike Smith, Cfp®, Atfa is listed as Wealth Management Advisor at TIAA at TIAA, a company with 11532 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Mike Smith, Cfp®, Atfa.

Mike Smith, Cfp®, Atfa previously worked as Wealth Management Advisor at Tiaa and Private Financial Services Planning Analyst at Bb&T. Mike Smith, Cfp®, Atfa holds Master Of Business Administration (Mba), Business Administration from Campbell University.

Company email context

Email format at TIAA

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TIAA

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Profile bio

About Mike Smith, Cfp®, Atfa

Mike Smith, Cfp®, Atfa is a Wealth Management Advisor at TIAA at TIAA.

Current workplace

Mike Smith, Cfp®, Atfa's current company

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TIAA
Tiaa
Wealth Management Advisor at TIAA
new york, new york, united states
Website
Employees
11532
AeroLeads page
4 roles

Mike Smith, Cfp®, Atfa work experience

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

Wealth Management Advisor

Current

Charlotte, North Carolina, United States

Jun 2014 - Present

Private Financial Services Planning Analyst

Charlotte, North Carolina Area

Jan 2014 - Jun 2014

Private Financial Advisor

Jul 2003 - Dec 2013
Team & coworkers

Colleagues at TIAA

Other employees you can reach at tiaa.org. View company contacts for 11532 employees →

2 education records

Mike Smith, Cfp®, Atfa education

FAQ

Frequently asked questions about Mike Smith, Cfp®, Atfa

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

What company does Mike Smith, Cfp®, Atfa work for?

Mike Smith, Cfp®, Atfa works for TIAA.

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

Mike Smith, Cfp®, Atfa is listed as Wealth Management Advisor at TIAA at TIAA.

Where is Mike Smith, Cfp®, Atfa based?

Mike Smith, Cfp®, Atfa is based in Charlotte, North Carolina, United States while working with TIAA.

What companies has Mike Smith, Cfp®, Atfa worked for?

Mike Smith, Cfp®, Atfa has worked for Tiaa, Bb&T, and The Fidelity Bank.

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

Mike Smith, Cfp®, Atfa's colleagues at TIAA include Erica Eakins, Kim Miller, Kari Swanson, Brian Donoghue, Cfp®, and Sabrina Evenosky, Cfp.

How can I contact Mike Smith, Cfp®, Atfa?

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

What schools did Mike Smith, Cfp®, Atfa attend?

Mike Smith, Cfp®, Atfa holds Master Of Business Administration (Mba), Business Administration from Campbell University.

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