Metairie, LA N. Causeway Blvd 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
3
Of 1,682 advisors across 214 offices
Location
3900 N. Causeway Blvd, Offices 1237, 1238, 1250, 1263
Metairie LA 70002
Advisors at this office
3
Advisors at this office
Louis B
Series 63, Series 66
Metairie, LA
TIAA-CREF
Louis Bundy III is a financial advisor at TIAA-CREF with 15 years of industry experience. He has been with TIAA-CREF since 2014 and holds the Series 63 and Series 66 licenses. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing portfolio management, often using model portfolios or customized strategies under a fiduciary standard.
Elena I
Series 66
Metairie, LA
TIAA-CREF
Elena Irimia is a financial advisor with TIAA-CREF in Metairie, LA, holding a Series 66 designation and possessing 40 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 primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm operates a vertically integrated model that includes fiduciary RIA services and acts as adviser to a donor-advised fund.
Nicholas H
Series 66
Metairie, LA
TIAA-CREF
Nicholas Harris is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds the Series 66 designation and previously worked at J.P. Morgan Chase and J.P. Morgan Securities for eight years. 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, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model separates point‑in‑time planning from ongoing discretionary management and offers customized portfolio management alongside model portfolio options.
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