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Scott S
Series 63, Series 65
Bellingham, WA
TIAA-CREF
Scott Steele is a financial advisor with TIAA-CREF in Bellingham, WA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. His prior work includes roles at Calamos Advisors LLC, Cetera, and Hennion & Walsh Asset Management, among others. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporations, and small retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management under a fiduciary standard, utilizing model and customized portfolios through its various managed account programs.
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