Columbia, SC Main Street Office
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Advice and Planning Services
Enterprise
Firm-wide stats for Advice and Planning Services
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
Based on Advice and Planning Services
Occupation focus
Based on Advice and Planning Services
Demographic focus
Based on Advice and Planning Services
Location
1320 Main Street, Suite 300, Offices 334, 341
Columbia SC 29201
Advisors at this office
3
Advisors at this office
Carly B
Series 63, Series 65
Columbia, SC
TIAA-CREF
Carly Burress is a financial advisor with TIAA-CREF in Columbia, SC, holding Series 63 and Series 65 designations and 11 years of industry experience. She has been with TIAA-CREF since 2014. 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 provides both point-in-time planning and ongoing management through model-based and customized portfolios, and also acts as adviser to the TIAA Donor Advised Fund.
Gary J
Series 63, Series 65
Columbia, SC
TIAA-CREF
Gary Jones Jr. is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA and TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division serves individuals and entities, often those connected to TIAA-administered employer retirement plans, offering financial planning and discretionary managed account programs. The firm provides a combination of point-in-time planning services and ongoing portfolio management within a vertically integrated model that includes affiliated funds and a fiduciary RIA service.
Jeffrey T
Series 63, Series 65
Columbia, SC
TIAA-CREF
Jeffrey Taylor is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with TIAA-CREF since 2010. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through TIAA-sponsored employer retirement plans and manages customized and model-based portfolios within a vertically integrated structure.
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