Lexington, KY Harrodsburg Road Office

Dip Patel is a financial advisor at TIAA-CREF with a Series 66 designation and has one year of industry experience. His prior work includes roles at U.S. Bank, Allstate, Amazon, and service in the Army Reserves. 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 employer retirement plans. The firm provides both point-in-time planning services and ongoing discretionary management through model and customized portfolios, operating within a vertically integrated group that includes affiliated funds.

Christopher Perry is a financial advisor at TIAA-CREF in Lexington, KY, holding Series 63 and Series 66 licenses with 18 years of industry experience. His prior experience includes roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time financial planning and ongoing managed account services using model and customized portfolios, operating within a vertically integrated structure that acts as adviser to a donor-advised fund.

James Meek is a financial advisor with TIAA-CREF in Lexington, KY, holding Series 63 and Series 66 registrations and possessing 21 years of industry experience. He has worked with TIAA and TIAA-CREF since 2008. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals linked to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management, offering clients access to both model and customized portfolios.

Margaret Daniels is a financial advisor with TIAA-CREF in Lexington, KY, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been with TIAA-CREF since 2015. 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 to trusts, estates, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, operating within a vertically integrated structure that includes affiliated funds and a donor-advised fund.

Patricia Long is a financial advisor with TIAA-CREF in Lexington, KY, holding a Series 66 designation and 26 years of industry experience. She has been with TIAA-CREF since 2008. Outside of her advisory role, she is a joint owner of a cabin rental property in Gatlinburg, Tennessee. 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 employer retirement plan relationships. The firm offers a range of services including model portfolio management and customized portfolios, and acts as adviser to donor-advised funds.

Charles Hill is a CFP® with eight years of industry experience, currently serving as a financial advisor at TIAA-CREF. He has previously worked at Voya Financial Advisors and Wells Fargo Advisors. Hill is a part-time lecturer for the University of Louisville Online MBA program, teaching finance management and dual credit courses for high school and college students. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals and institutional clients, often those connected to TIAA-administered retirement plans. The firm offers both model and customized portfolios and serves as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated investment funds.

Logan Parsons is a financial advisor with TIAA-CREF in Lexington, KY, holding a Series 66 designation and six years of industry experience. His prior work includes roles at J.P. Morgan Chase Bank N.A., Merrill, and Bank of America. TIAA-CREF Individual & Institutional Services, LLC 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 offers a fiduciary standard across its investment advisory services and manages portfolios through both model and customized approaches.