Evanston, IL Sherman Avenue 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
1560 Sherman Avenue, Suite 100
Evanston IL 60201
Advisors at this office
7
Advisors at this office
Matthew A
Series 63, Series 66
Evanston, IL
TIAA-CREF
Matthew Alcorn is a financial advisor at TIAA‑CREF with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at BMO Capital Markets Corp., B. Riley Securities, Inc., and TradeStation Securities, Inc. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected with TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm operates a vertically integrated advisory model that includes customized portfolio management and serves as adviser to the TIAA Donor Advised Fund.
Chrysanthe K
Series 63, Series 66
Evanston, IL
TIAA-CREF
Chrysanthe Karayannis is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at TIAA-CREF since 2015 and previously with UBS Financial Services and Great Lakes Advisors, LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to employer retirement plans, as well as trusts, estates, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, offering model-based and customized portfolio solutions.
Anastasia S
CFP®, Series 63, Series 65
Evanston, IL
TIAA-CREF
Anastasia Sullivan is a CFP® with 10 years of experience in the financial services industry. She is currently with TIAA-CREF and has previously worked with Strategic Advisers, Inc. and Fidelity Investments. Based in Philadelphia, PA, she holds Series 63 and Series 65 licenses. TIAA‑CREF Individual & Institutional Services, LLC 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 existing relationships through TIAA-administered employer retirement plans. The firm offers a fiduciary standard in its advisory services and manages portfolios through both model-based and customized investment approaches.
Craig H
Series 63, Series 65, Series 66
Evanston, IL
TIAA-CREF
Craig Hurley is a financial advisor with TIAA-CREF in Evanston, IL, holding Series 63, Series 65, and Series 66 designations and over 26 years of industry experience. He has been with TIAA and TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and separate broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and other entities. The firm distinguishes between point-in-time planning services and ongoing discretionary management and serves as adviser to a donor-advised fund through Charityvest.
Christopher S
Series 65
Evanston, IL
TIAA-CREF
Christopher Stickrod is a financial advisor at TIAA-CREF with 21 years of industry experience and holds a Series 65 designation. He previously worked at Nuveen Asset Management, LLC and Nuveen Securities, LLC for over a decade before joining TIAA-CREF in 2023. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often those connected to TIAA-administered employer retirement plans. The firm offers discretionary management through model and customized portfolios and also serves as adviser to the TIAA Donor Advised Fund.
Joseph S
Series 66
Evanston, IL
TIAA-CREF
Joseph Simoncelli is a financial advisor with TIAA-CREF, holding a Series 66 designation and two years of industry experience. He has worked at TIAA, Nuveen Asset Management, and Nuveen Securities since 2022. Outside of his advisory role, Simoncelli serves as an assistant coach for the Renegades High School hockey club. 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 provides both point-in-time planning and ongoing portfolio management through various managed account options.
John L
Series 63, Series 66
Evanston, IL
TIAA-CREF
John Lopez is a financial advisor with TIAA-CREF in Niles, Illinois, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank, N.A. He also operates a sole proprietorship related to rental property management. 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 connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.
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