James Wood

Wealth Management Advisor - Pittsburgh

118 Bakery Square Boulevard

About James

I am a Wealth Management Advisor at TIAA, having joined the financial services industry in 2013. I’m proud to work for a company that believes in serving those who serve others. I view the work I do with my clients as a way to help them build upon their financial future, giving them more time to focus on giving back while we help manage their Wealth. My focuses are around intelligent income strategies, wealth transfer planning, continuity planning, and risk management strategies. I earned my bachelor’s degree in business management from Kent State University. My wife and I have lived in Mt. Lebanon, PA, since 2014. While we work to grow a family, I am in pursuit of my CERTIFIED FINANCIAL PLANNER™ professional designation, while simultaneously on track to achieve my Master of Business Association at the end of 2020. I enjoy staying active and have a strong passion for travel. I also enjoy giving back to the community, and my main outlet for volunteering is through Mt. Lebanon Evangelical Presbyterian Church, serving local and international families.

About TIAA Financial Services

For more than 100 years, TIAA has been dedicated to the needs of those who work in the academic, medical, cultural and research fields. Our roots differentiate us from our competitors, and we are proud to continue this tradition by serving those who serve others. Backed by a team of specialists, we work with clients to help build long-term financial plans aligned to their needs, wants and wishes.

Our advisors in TIAA’s Washington, D.C. office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. TIAA advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (844) 567-9087.

Our advisors in TIAA’s Seattle, WA office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. TIAA advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (866) 549-1154.

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