Atlanta, GA Six Concourse Parkway Office

Team
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Advice and Planning Services

Enterprise

Firm-wide stats for Advice and Planning Services

Total advisors

1,754

Across 221 offices

Clients per advisor

41 Low

Avg AUM per client

$523,144 Typical

HNW client ratio

65% Very High

About

TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs (TIAA Portfolio Advisor, TIAA Personal Portfolio, and Private Asset Management), and separate broker‑dealer services to individuals—frequently those with pre‑existing relationships through TIAA‑administered employer retirement plans—as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm also facilitates referrals to affiliated services such as TIAA Trust and serves as investment adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

The firm’s advisory model separates point‑in‑time Planning Services (Life Goals Analysis and Personal Financial Plan), which end at delivery and are not monitored, from ongoing discretionary management through its managed account programs; PA and TPP rely on model portfolios while PAM offers customized portfolios managed by a dedicated portfolio manager under a client‑approved investment policy statement. TC Services applies a fiduciary standard to its RIA services but explains that the scope of that duty varies by service, and its managed accounts commonly use wrap‑fee structures and may include affiliated funds, which the brochure identifies and discloses as potential conflicts.

Noteworthy features include acting as adviser to a donor‑advised fund and operating within a vertically integrated group that uses affiliated funds; the brochure notes the firm generally relies on asset‑based and wrap fees rather than fixed fees and describes related conflicts and mitigation measures. The firm also discloses a series of regulatory enforcement matters (including SEC and state settlements, client restitution, and related remedial actions such as changes to compensation, training, disclosures, and supervision), which the brochure cites as informing its current compliance and supervisory practices.

Based on Advice and Planning Services

Expertise

General estate planning guidance Retirement plans for business owners (SEP, solo 401k)

Based on Advice and Planning Services

Occupation focus

Educators, Teachers, and Academics Founder/Business Owner

Based on Advice and Planning Services

Demographic focus

Approaching retirement Mid-Career Professionals

Based on Advice and Planning Services

Location

Six Concourse Parkway, Suite 400

Atlanta GA 30328-6104

Advisors at this office

21

Advisors at this office

user avatar

John R

Series 66

Atlanta, GA

TIAA-CREF

John Robb is a financial advisor with TIAA-CREF in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. He has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund, operating within a vertically integrated group that includes affiliated funds.

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

Shaun A

Series 66

Atlanta, GA

TIAA-CREF

Shaun Aycock is a financial advisor with TIAA-CREF in Atlanta, GA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Merrill, Bank of America Corporation, and Wells Fargo Bank. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with relationships through TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, offering both model and customized portfolios under a fiduciary standard.

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

Fritz D

Series 66

Atlanta, GA

TIAA-CREF

Fritz Dlabik is a financial advisor at TIAA-CREF based in Atlanta, GA, holding a Series 66 designation with 14 years of industry experience. He has been with TIAA-CREF since 2015. 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 with existing employer retirement plan relationships. The firm provides both point-in-time planning and ongoing portfolio management through model and customized portfolios under a fiduciary standard.

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

Clifford H

Series 63, Series 65

Atlanta, GA

TIAA-CREF

Clifford Hitt is a financial advisor with TIAA-CREF in Atlanta, GA, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Kaseya, Impact Partnership Wealth, and Investus Advisers LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, frequently serving clients with existing relationships through TIAA-administered employer retirement plans. The firm operates a vertically integrated advisory model that includes fiduciary RIA services and manages donor-advised funds while utilizing model portfolios and customized strategies.

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

John B

Series 65

Atlanta, GA

TIAA-CREF

John Bayiha is a financial advisor at TIAA-CREF with one year of industry experience. He holds a Series 65 designation and previously worked at Bank of America and Wells Fargo. Outside of his advisory role, Bayiha is the owner of a single-family home rental property. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management through customized and model-based managed accounts.

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

Carolyn R

Series 63, Series 65

Atlanta, GA

TIAA-CREF

Carolyn Robin is a financial advisor at TIAA-CREF with 20 years of industry experience. She holds Series 63 and Series 65 designations and has been with TIAA and TIAA-CREF since 2006. 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 existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, including customized portfolios managed under client-approved investment policies, and also acts 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
user avatar

Herman S

Series 66

Atlanta, GA

TIAA-CREF

Herman Scriven II is a financial advisor with TIAA-CREF, holding a Series 66 designation and 21 years of industry experience. He has been with TIAA and TIAA-CREF since 2011. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services 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 also acts as adviser to the TIAA Donor Advised Fund and offers managed accounts that include model portfolios and customized portfolio management under fiduciary standards.

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

Jasmine T

Series 66, Series 63

Atlanta, GA

TIAA-CREF

Jasmine Thomas is a financial advisor with TIAA-CREF in Atlanta, GA, holding Series 66 and Series 63 credentials and four years of industry experience. She previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Instacart, E*Trade Securities LLC, Regions Bank, and Sprint. 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 with existing relationships through TIAA‑administered employer retirement plans. The firm separates point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.

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

Roberto P

Series 63, Series 65

Atlanta, GA

TIAA-CREF

Roberto Perdomo is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including JPMorgan Chase Bank, Edward Jones, and Mass Mutual. Outside of his advisory role, he is the sole proprietor of RVCS Enterprises, a business focused on buying and selling sports cards and collectibles. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected with TIAA employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm’s advisory model distinguishes between point-in-time planning services and ongoing discretionary management, utilizing both 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
user avatar

Christina N

Series 66

Atlanta, GA

TIAA-CREF

Christina Ngo is a financial advisor with TIAA-CREF in Atlanta, GA, holding a Series 66 designation and bringing 10 years of industry experience. She previously worked at Charles Schwab and Charles Schwab Bank for five years before joining TIAA-CREF in 2020. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm also advises the TIAA Donor Advised Fund and separates its planning services from ongoing discretionary management 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
user avatar

Brandon W

Series 63, Series 66

Atlanta, GA

TIAA-CREF

Brandon White is a financial advisor with TIAA-CREF based in Atlanta, GA, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMORGAN Chase Bank, N.A., Wells Fargo, Morgan Stanley, and Fidelity Brokerage Services LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected with TIAA-administered retirement plans, as well as to various trusts, estates, and corporate entities. The firm’s advisory approach separates one-time planning from ongoing portfolio management and includes customized portfolio options overseen by dedicated 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
user avatar

Nisha M

Series 66

Atlanta, GA

TIAA-CREF

Nisha Musani is a financial advisor with TIAA-CREF in Atlanta, GA, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Truist Advisory Services, TRUIST Investment Services, and BB&T-affiliated firms dating back to 2006. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing relationships through TIAA-administered retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

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

Thomas G

Series 63, Series 66

Atlanta, GA

TIAA-CREF

Thomas Gordon Jr. is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Bank of America, Merrill, TD Ameritrade, Scottrade, and J.P. Morgan. 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 TIAA-administered employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management using model and customized portfolios within a fiduciary framework.

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

Andrew M

Series 63, Series 66

Atlanta, GA

TIAA-CREF

Andrew Mc Arthur is a financial advisor at TIAA-CREF in Atlanta, GA, holding Series 63 and Series 66 designations with four years of industry experience. His prior firms include J.P. Morgan Securities, Morgan Stanley, E*Trade Securities, Thrivent, and Bank of America. 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 existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services, including model portfolio management and customized portfolios, and serves 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
user avatar

Daniel J

Series 66

Atlanta, GA

TIAA-CREF

Daniel Janusek is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo and PNC in various capacities prior to joining TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers a distinct advisory model separating one-time planning services from ongoing discretionary management and acts 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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