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Richard S

Series 66

Birmingham, AL

TIAA-CREF

Richard Stamps Jr. is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Lincoln Financial Advisors and Brunette & Associates. Since 2017, he has been with TIAA-CREF in Birmingham, AL. TIAA‑CREF Individual & Institutional Services provides financial planning, managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as various entities such as trusts and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios, and serves as adviser to a donor-advised fund.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Educators, Teachers, and Academics Founder/Business Owner Approaching retirement Mid-Career Professionals
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Ted P

Series 63, Series 65

Birmingham, AL

TIAA-CREF

Ted Prosser Jr. is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, utilizing model portfolios and customized investment strategies within a vertically integrated structure.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Educators, Teachers, and Academics Founder/Business Owner Approaching retirement Mid-Career Professionals
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Monica K

Series 66

Birmingham, AL

TIAA-CREF

Monica Keith is a financial advisor at TIAA-CREF with 12 years of industry experience and holds a Series 66 designation. She previously worked at Empower Advisory Group and Gwfs Equities, Inc. from 2017 to 2022. Outside of her advisory role, she leads group fitness classes as an instructor at Willmore Total Fitness. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with ties to TIAA-administered retirement plans. The firm offers a fiduciary-advised model that separates one-time planning from ongoing portfolio management and acts as adviser to a donor-advised fund sponsored by Charityvest.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Educators, Teachers, and Academics Founder/Business Owner Approaching retirement Mid-Career Professionals
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Robert T

Series 66

Birmingham, AL

TIAA-CREF

Robert Thomas III is a financial advisor at TIAA-CREF with seven years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2018, following a three-year tenure at ServisFirst Bank. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers discretionary management through model and customized portfolios and acts as adviser to the TIAA Donor Advised Fund.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Educators, Teachers, and Academics Founder/Business Owner Approaching retirement Mid-Career Professionals
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Michael K

Series 66

Birmingham, AL

TIAA-CREF

Michael Ketchum is a financial advisor at TIAA-CREF with 23 years of industry experience. He holds the Series 66 designation and has previously worked at PNC Investments, BBVA Wealth Solutions Inc., and BBVA Securities Inc. He is based in Birmingham, AL. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management under a fiduciary standard, using a combination of model and customized portfolios.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Educators, Teachers, and Academics Founder/Business Owner Approaching retirement Mid-Career Professionals
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Angela K

Series 66

Birmingham, AL

TIAA-CREF

Angela Killingsworth is a financial advisor with TIAA-CREF in Birmingham, AL, holding a Series 66 designation and 15 years of industry experience. She has been with TIAA-CREF and Tiaa since 2017 and previously worked at Wells Fargo Clearing from 2015 to 2017. TIAA-CREF Individual & Institutional Services offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm operates a fiduciary advisory model with separate planning and ongoing management services and serves as adviser to a donor-advised fund.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Educators, Teachers, and Academics Founder/Business Owner Approaching retirement Mid-Career Professionals
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Pierce W

Series 66

Birmingham, AL

TIAA-CREF

Pierce Wessel is a financial advisor with TIAA-CREF in Birmingham, AL, holding a Series 66 credential and eight years of industry experience. His prior work includes positions at Wells Fargo, Bank of America, Merrill, and Massachusetts Mutual Life Insurance Company. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm emphasizes a fiduciary standard in its RIA services and provides both model-based and customized portfolio management options.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Educators, Teachers, and Academics Founder/Business Owner Approaching retirement Mid-Career Professionals
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