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 →
DW
Debbie Warren
Colleague at TiaaWoodbury, New York, United States
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AE
Amy Evans
Colleague at TiaaDenver, Colorado, United States
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KL
Kevin Lemery
Colleague at TiaaCharlotte, North Carolina, United States
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RK
Rohit Kumar
Colleague at TiaaPune, Maharashtra, India
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NA
Neha Agrawal
Colleague at TiaaVadodara, Gujarat, India
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AS
Atul Singh
Colleague at TiaaPune, Maharashtra, India
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SK
Shudhanshu Keshari
Colleague at TiaaPune, Maharashtra, India
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BC
Bhavani Chinatamareddy
Colleague at TiaaVijayawada West, Andhra Pradesh, India
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DG
Dion Griego
Colleague at TiaaDenver, Colorado, United States
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CL
Courtenay Lavigne
Colleague at TiaaThree Oaks, Michigan, United States
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Debbie Warren
Colleague at TiaaWoodbury, New York, United States
View →
AE
Amy Evans
Colleague at TiaaDenver, Colorado, United States
View →
KL
Kevin Lemery
Colleague at TiaaCharlotte, North Carolina, United States
View →
RK
Rohit Kumar
Colleague at TiaaPune, Maharashtra, India
View →
NA
Neha Agrawal
Colleague at TiaaVadodara, Gujarat, India
View →
AS
Atul Singh
Colleague at TiaaPune, Maharashtra, India
View →
SK
Shudhanshu Keshari
Colleague at TiaaPune, Maharashtra, India
View →
BC
Bhavani Chinatamareddy
Colleague at TiaaVijayawada West, Andhra Pradesh, India
View →
DG
Dion Griego
Colleague at TiaaDenver, Colorado, United States
View →
CL
Courtenay Lavigne
Colleague at TiaaThree Oaks, Michigan, 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 Debbie Warren, Amy Evans, Kevin Lemery, Rohit Kumar, and Neha Agrawal.
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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