Michael Smith

Wealth Management Advisor - Chagrin Highlands

About Michael

I am currently a Wealth Management Advisor at TIAA. I’m also a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with more than 10 years of financial services experience.

Working with clients to help them achieve their financial goals has always been my passion. I enjoy spending my time helping educate my clients on complex issues, as it makes me feel like I’m making a difference in their lives. My areas of focus are estate planning and income planning, and my clients mainly work in the non/not-for-profit space.

I received my bachelor’s degree in finance from Case Western Reserve University.

I grew up in New Jersey and moved to Cleveland for college. I currently reside in Willoughby, OH, with my wife, Jamie, and our son, Hunter. In my free time, I enjoy cooking and building semi-stable furniture out of wood. I am a self-taught woodworker who has built a number of furniture pieces in our home. When not in the kitchen or wood shop, I enjoy running with our Australian cattle herder dog and trying to keep up with my son.

I am a member of both Habitat for Humanity and the Cleveland Animal Protective League.

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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