Wealth Management Advisor
Current
Jun 2014 - Present
AeroLeads people directory · profile
Mike Smith, Cfp®, Atfa Email & Phone Number
Wealth Management Advisor at TIAA
at
TIAA
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
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 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
Company context helps verify the profile and gives searchers a useful next step.
Tiaa
4 roles
Mike Smith, Cfp®, Atfa work experience
A career timeline built from the work history available for this profile.
Private Financial Services Planning Analyst
Jan 2014 - Jun 2014
Private Financial Advisor
Jul 2003 - Dec 2013
Customer Service
May 2000 - May 2003
Team & coworkers
Colleagues at TIAA
Other employees you can reach at tiaa.org. View company contacts for 11532 employees →
AS
Alex Smith
Colleague at TiaaNew York, United States
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KL
Kevin Lemery
Colleague at TiaaCharlotte, North Carolina, United States
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VP
Vaishnavi Pakhare
Colleague at TiaaPune, Maharashtra, India
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MS
Michael Stokvis, Cfp®
Colleague at TiaaClarksville, Maryland, United States
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ME
Miguelina Edwards
Colleague at TiaaCharlotte, North Carolina, United States
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PD
Paula Dyce Brown
Colleague at TiaaAurora, Colorado, United States
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DF
Darryl Fiasconaro
Colleague at TiaaBaldwinsville, New York, United States
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HR
Heta Rana
Colleague at TiaaNew York City Metropolitan Area, United States
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EB
Emilio Blasse Jr
Colleague at TiaaNew York City Metropolitan Area, United States
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BR
Budd Riddle
Colleague at TiaaRuckersville, Virginia, United States
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Alex Smith
Colleague at TiaaNew York, United States
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KL
Kevin Lemery
Colleague at TiaaCharlotte, North Carolina, United States
View →
VP
Vaishnavi Pakhare
Colleague at TiaaPune, Maharashtra, India
View →
MS
Michael Stokvis, Cfp®
Colleague at TiaaClarksville, Maryland, United States
View →
ME
Miguelina Edwards
Colleague at TiaaCharlotte, North Carolina, United States
View →
PD
Paula Dyce Brown
Colleague at TiaaAurora, Colorado, United States
View →
DF
Darryl Fiasconaro
Colleague at TiaaBaldwinsville, New York, United States
View →
HR
Heta Rana
Colleague at TiaaNew York City Metropolitan Area, United States
View →
EB
Emilio Blasse Jr
Colleague at TiaaNew York City Metropolitan Area, United States
View →
BR
Budd Riddle
Colleague at TiaaRuckersville, Virginia, United States
View →
2 education records
Mike Smith, Cfp®, Atfa education
Master Of Business Administration (Mba), Business Administration
Bachelor Of Business Administration (Bba), Trust And Wealth Management
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 Alex Smith, Kevin Lemery, Vaishnavi Pakhare, Michael Stokvis, Cfp®, and Miguelina Edwards.
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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