Knoxville, TN Gay Street South 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
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Demographic focus
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Location
800 Gay Street South, Ste 700, Offices 702, 703, 704, 705, 716, 718
Knoxville TN 37929
Advisors at this office
3
Advisors at this office
Dean S
Series 66
Knoxville, TN
TIAA-CREF
Dean Skinner is a financial advisor at TIAA-CREF with six years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2019. Prior to his current role, his background includes positions in education and retail, such as Daniel's College of Business and Blick Art Materials. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management services, including customized portfolios managed under client-approved investment policies.
Jorge A
Series 63, Series 66
Knoxville, TN
TIAA-CREF
Jorge Alban Palacios is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2015. Outside of his advisory role, he has a rental property investment in Texas. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of management options including model portfolios and customized portfolios managed under client-approved investment policies.
Thomas D
Series 63, Series 66
Knoxville, TN
TIAA-CREF
Thomas Damato is a financial advisor with TIAA-CREF in Knoxville, TN, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at TIAA-CREF since 2017 and previously was with BB&T and BB&T Investment Services from 2015 to 2017. Outside of his advisory work, he is a member of H&D Farms LLC, involved in farming activities including raising cattle and growing hay for local sale. 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. The firm separates planning services from ongoing portfolio management and serves as adviser to a donor-advised fund while operating within a vertically integrated group that includes affiliated funds.
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