Portland, ME City Center Office

Alexander Thompson is a financial advisor with TIAA-CREF in Portland, ME, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with TIAA-CREF since 2013. Outside of his advisory work, he owns a ski house that he rents out seasonally. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management under a fiduciary standard.

Joshua Bilodeau is a financial advisor at TIAA-CREF with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at TIAA-CREF since 2014. 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, often serving clients with existing relationships to TIAA‑administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Robert Garofoli is a financial advisor at TIAA-CREF with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Charles Schwab and LPL Financial. He has been with TIAA-CREF since 2017. 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’s advisory model separates one-time planning services from ongoing discretionary management and includes services such as customized portfolio management and donor-advised fund advisory.

Connor Baldwin is a financial advisor at TIAA-CREF with a Series 66 designation and three years of industry experience. He has been with TIAA-CREF and its related entities since 2021. Prior to his advisory career, his work history includes roles outside the financial industry and time at the University of Maine Orono. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected through TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm provides both one-time planning and ongoing portfolio management with a fiduciary standard applied to its advisory services.

Anne Perley is a financial advisor at TIAA-CREF with seven years of industry experience. She holds a Series 66 designation and has worked previously at Robinson Smith Wealth Advisors, LLC, RBC Capital Markets, LLC, and TIAA. Outside of her financial advisory role, she performs stand-up comedy on an ad hoc basis. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division 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 other entities. The firm offers both point-in-time planning and ongoing discretionary portfolio management using model or customized portfolios, and also serves as adviser to a donor-advised fund.