David Ratzker - TIAA Senior Wealth Management Advisor
TIAA is a financial services organization with over 100 years of experience, dedicated to serving the needs of professionals in academic, medical, cultural, and research fields. The firm prides itself on its unique roots and commitment to helping clients build long-term financial plans aligned with their individual goals and aspirations.
David Ratzker, a Senior Wealth Management Advisor at TIAA, brings over 15 years of finance industry experience, focusing on personalized investment guidance and risk mitigation strategies. His expertise includes trust and estate planning, tax-efficient legacy planning, and financial management for medical practices, ensuring clients receive tailored support in achieving their financial objectives.
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