Lisa Dieter

Wealth Management Advisor - Charlottesville

About Lisa

Backed by nearly 10 years of experience in the financial services industry, I am currently a Wealth Management Advisor at TIAA. I first joined TIAA as an Associate Wealth Management Advisor in our Charlottesville office, and I now work in my current role at our Norfolk office. I am proud to work with a company that focuses on clientele who spend their lives giving back and improving the world we live in. I have the ability to give back to them by teaching, guiding, and partnering with those individuals as they’re working on planning for their retirement. . I currently live in Virginia Beach with my four children, Patrick, Nathan, Madeline, and Brayden. We have a family puppy, Chewy, and a lizard, Geoffrey. In my free time, I help coach t-ball and softball. I also help many women that have suffered and are recovering from amniotic fluid embolisms, as I am a survivor as well.

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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