Kate Lawson-TIAA Wealth Management Advisor

TIAA is a financial services company that has been serving the academic, medical, cultural, and research fields for over 100 years. With a team of specialists, TIAA works with clients to create long-term financial plans tailored to their needs, helping them achieve lifelong financial well-being. TIAA offers services such as planning for lifelong income, saving for retirement, and making smart investment decisions. Their advisors are available by appointment to provide personalized financial guidance and support. TIAA is committed to serving those who serve others and takes pride in its roots and tradition of helping clients build a secure financial future.Generated from the website

TIAA Wealth Management, located in Charlotte, NC, operates under the Teachers Insurance and Annuity Association of America and the College Retirement Equities Fund. The firm offers a range of advisory services through its division, Advice Planning Services, and is a registered investment adviser providing support to both individual and institutional clients. While TIAA specializes in wealth management, its services are not FDIC insured and should be evaluated based on individual investment objectives, risks, and expenses. Clients are encouraged to consult their tax or legal advisors for personalized advice regarding their specific circumstances. Generated from the website

TIAA is dedicated to providing lifelong financial well-being for its clients, offering services that include retirement planning, college savings, and financial protection for loved ones. With a team of knowledgeable advisors, TIAA aims to help individuals achieve their financial goals through smart investment decisions and comprehensive planning. The firm operates through various offices, including locations in Charlotte, NC, Washington, DC, and Seattle, WA, ensuring that clients have access to personalized financial advice tailored to their unique circumstances. TIAA's commitment to its mission is reflected in its focus on helping clients secure their financial futures and navigate the complexities of financial management. Generated from the website