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Justin S

Series 66, Series 63

Pendleton, SC

TIAA-CREF

Justin Sweet is a financial advisor with TIAA-CREF in Pendleton, South Carolina, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining TIAA-CREF in 2020, he worked at Nor'East Family Treats & Eats, Publix, and Bojangles. 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 with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized strategies overseen by dedicated portfolio managers.

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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