George Grant is a financial advisor at TIAA-CREF with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked previously at Morgan Stanley and E*TRADE Capital Management. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers model and customized portfolio management and acts as adviser to a donor-advised fund.

David Jones is a financial advisor at TIAA-CREF in Irvine, CA with four years of industry experience. He holds the CFA® designation along with Series 63, 65, and 66 licenses. His prior work includes roles at Wells Fargo Clearing Services LLC, Wells Fargo Bank N.A., Banc of California, and Bishop Street Capital Management. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals linked to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and corporate entities. The firm’s advisory model distinguishes between point-in-time financial planning and ongoing portfolio management, offering both model-based and customized investment strategies.

Justtini Aliaga is a financial advisor at TIAA-CREF with 21 years of industry experience. She holds the Series 66 designation and has worked with firms including TD Ameritrade and Ameriprise prior to joining TIAA-CREF in 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management using model or customized portfolios.

Mohammad Rahimi is a financial advisor at TIAA-CREF with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2018 to 2024. TIAA-CREF Individual & Institutional Services, LLC provides 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, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through various managed account programs, operating within a vertically integrated structure that includes affiliated funds.

Jordan Leonard is a financial advisor with TIAA-CREF in Irvine, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Morgan Stanley and multiple financial services firms. Outside of finance, Leonard works as a professional wrestler, performing in sports entertainment events. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and managed account programs primarily to individuals linked to TIAA-administered retirement plans, as well as trusts and corporate entities. The firm distinguishes its planning services from ongoing discretionary management and operates within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.