Kelly Zemaites

Wealth Management Advisor - Hackensack

About Kelly

I am a Wealth Management Advisor at TIAA, and I started my career in financial services in 2012.

Many members of my family worked in capacities where they served their community, which prompted me to find a career where I could help those who have helped others. As a Wealth Management Advisor at TIAA, I’m able to assist my clients in working toward their financial goals. My team and I specialize in goals-based planning where we utilize strategic investment management to help our clients accumulate wealth, a tactical income planning approach to help our clients recreate their paycheck in retirement, and thoughtful estate planning techniques to allow for the efficient transfer of wealth across generations.

I received my bachelor’s degree in corporate finance and accounting from Bentley University.

I currently reside in Bergen County with my husband, Joe, and our two dogs, a black Labrador Retriever and a German Shepherd. In my free time, I enjoy reading, exercising, spending time down the shore in Long Beach Island, and traveling.

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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