San Francisco, CA Embarcadero Center 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
2
Of 1,682 advisors across 215 offices
Location
1 Embarcadero Center, 12th Floor
San Francisco CA 94111
Advisors at this office
2
Advisors at this office
Caroline W
CFP®, CFA®
San Francisco, CA
TIAA-CREF
Caroline Weis is a CFP® and CFA® with four years of industry experience. She has been with TIAA-CREF since 2025 and has a long history at TIAA dating back to 2003. Based in San Francisco, CA, she currently serves as a financial advisor within this enterprise firm. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a mix of point-in-time planning and ongoing discretionary management, utilizing model portfolios or customized portfolios managed under client-approved investment policies.
Bridget K
Series 66
San Francisco, CA
TIAA-CREF
Bridget Keefer is a financial advisor at TIAA-CREF with 12 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Lincoln Investment. Keefer is also associated with the Mammini Company. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management through a variety of managed account programs.
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