State College, PA Innovation Boulevard Office

Robert Mitchell is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds the Series 66 designation and has been with TIAA and TIAA-CREF since 2015. 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. The firm serves clients often connected through TIAA-administered employer retirement plans and acts as adviser to a donor-advised fund, offering a combination of planning and ongoing portfolio management within a vertically integrated structure.

Nicholas Webb is a financial advisor with TIAA-CREF in State College, PA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at Citizens Securities, Inc., Citizens Bank, and George Stone's State Farm Insurance. TIAA‑CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans.

Jason Foytack is a financial advisor at TIAA-CREF with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has been with TIAA-CREF since 2006. He serves on the board of directors for Saint Joseph's Catholic Academy, advising on policies, strategy, and fundraising. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs primarily to individuals connected to 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 discretionary management and operates within a vertically integrated structure that includes affiliated funds.

Carolyn Sharp is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. She has worked at TIAA-CREF since 2017 and previously spent one year with Valic Financial Advisors. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, frequently serving clients with existing relationships through TIAA-administered retirement plans. The firm separates its planning services from ongoing portfolio management and operates within a vertically integrated group offering affiliated funds and donor-advised fund advisory services.

Jerrod Smith is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2014. 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 trusts, estates, partnerships, and small retirement plans. The firm separates planning services from ongoing management and operates within a vertically integrated group that includes affiliated funds and donor-advised fund services.

Debra Martin is a financial advisor at TIAA-CREF with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including First Commonwealth, Infinex Investments, Santander Securities, and PNC Investments. 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 through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management through model and customized portfolios.

Eric Tharp is a financial advisor at TIAA-CREF in State College, PA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked at TIAA-CREF since 2017 and at Santander Securities and Santander Bank from 2014 to 2018. 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 employer retirement plans, as well as trusts, estates, and small retirement plans. The firm distinguishes one-time financial planning from ongoing portfolio management, employing model portfolios or customized strategies under a fiduciary standard within a vertically integrated structure.