TIAA-CREF

As a leading provider of 403(b) retirement plans, TIAA-CREF is dedicated to serving the retirement needs of those in the academic, medical, cultural and research fields.  Partnering for the greater good, we are committed to seeking consistent, long-term performance and solid returns. To help our participants maximize their investments and ensure more of their money is working hard for them, we keep our fees low.  TIAA-CREF recognizes the importance of independent financial advisors and the advice offered to our shared clients. To provide advisors with support and new opportunities not previously available, TIAA-CREF’s Advisor Services is committed to continually improving our infrastructure.  In addition to serving the higher education community, TIAA-CREF is partnering with advisors in the K-12, Hospital, Government and Religious markets.   By ensuring that our participants have access to quality investment advice during the accumulation stage - and by providing retirement income solutions that guarantee they won’t outlive their income - TIAA-CREF is dedicated to helping participants meet their retirement goals.*  By working closely with qualified advisors, together we can ensure that the best interests of our shared clients are always being served.

* Guarantees are based on the claims-paying ability of TIAA.  Consider the investment objectives, risks, charges and expenses before investing. Please call 877 518-9161 or go to TIAA-CREF.org for a prospectus.   Read the prospectus carefully before investing.  TIAA-CREF Individual & Institutional Services, LLC and Teachers Personal Investors Services, Inc., members FINRA, distribute securities products.  Annuity contracts and certificates are issued by Teachers Insurance and Annuity Association (TIAA) and College Retirement Equities Fund (CREF), New York, NY. © 2011 Teachers Insurance and Annuity Association - College Retirement Equities Fund.  C50284


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Guest

Robert T. Rickey
Director, Advisor Services
TIAA-CREF

Rob Rickey, CFP®, has almost two decades of experience in the financial services industry.  For the last thirteen years, Mr. Rickey  served in various capacities at TIAA-CREF. Rob  played a key role in the development of the company’s financial advisor distribution channel and their institutional business.  In his current position as Head of TIAA-CREF’s Advisor Services, he is responsible for the sales, service, operation and infrastructure required to support the distribution of the firm’s products & services through the independent advisor channel.  Prior to joining TIAA-CREF, Rob managed client assets as anInvestment Advisor for a leading mutual fund company.  Mr. Rickey  earned a B.A in Economics fromLong Island University and an M.B.A in Banking and Finance from Hofstra University’s Frank G. Zarb School of Business. Rob also holds the Certified Financial Planner designation.

For more information, call (212) 916-4545 or email: rrickey@tia-cref.org

TIAA-CREF Individual & Institutional Services, LLC, and Teachers Personal Investors Services, Inc.,                 members FINRA, distribute securities products.                                                                                                C50332

 


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