Vanessa Tavera - TIAA Wealth Management Advisor

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2850 Lake Vista Dr Ste 110
Lewisville, TX 75067
+1 (800) 842-2006
https://locations.tiaa.org

Tony Rhee is a Senior Wealth Management Advisor at TIAA in Lewisville, TX, with over 13 years of experience in multigenerational wealth planning. He holds a Bachelor of Science in Finance and is a Certified Financial Planner (CFP). Known for his ability to simplify complex concepts, Tony is dedicated to helping his clients achieve financial wellness and live their best lives. In his spare time, he enjoys playing golf and supporting his children in their soccer and volleyball games, as well as exploring different cultures and cuisines through travel.

TIAA is a financial services company that has been serving the needs of professionals in the academic, medical, cultural, and research fields for over 100 years. With a team of specialists, TIAA works with clients to develop long-term financial plans tailored to their individual needs and goals. Their advisors provide guidance on lifelong income planning, retirement savings, and smart investment decisions. TIAA is committed to delivering lifelong financial well-being to their clients and takes pride in their roots and tradition of serving those who serve others.

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