Chapin, SC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$37,911,713,991
ClientsTotal clients
72,469
AdvisorsAdvisors at this office
2
Of 1,682 advisors across 217 offices
Location
Chapin SC
Advisors at this office
2
Advisors at this office
Jeffrey G
CFP®, CFA®, Series 63, Series 65
Chapin, SC
TIAA-CREF
Jeffrey Grizer is a financial advisor with TIAA-CREF in Durham, NC, holding CFP® and CFA® designations and seven years of industry experience. He has been with TIAA and TIAA-CREF since 2014. Outside of his advisory role, he serves as president and finance elder of Cornerstone Presbyterian Church, where he helps oversee the church budget and financial matters. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary portfolio management, utilizing both model and customized portfolios under a fiduciary standard.
Daniel L
Series 63, Series 66
Chapin, SC
TIAA-CREF
Daniel Lauffer is a financial advisor with TIAA-CREF who holds Series 63 and Series 66 licenses and has 16 years of industry experience. He has been with TIAA-CREF since 2014. 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, corporate entities, and small retirement plans. The firm combines point-in-time planning services with ongoing portfolio management under a fiduciary standard.
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