Brooke Smith

Brooke Smith: Email & Phone Number

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Client Relationship Manager at TIAA|Salt Lake City, Utah, United States

Position:

Client Relationship Manager at TIAA

Location:

Salt Lake City, Utah, United States

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Last updated: 2026-07-24
Updated: 2026-07-24

Found email addresses for Brooke Smith:

Business emails:
b**********h@tiaa.org,
b**********h@fmr.com
Personal emails:
b************4@gmail.com

Found phone for Brooke Smith:

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Work Experience 38 years

Client Relationship Manager at TIAA

Dec 2015 - Current

Vice President of Investments at First Western Advisors

Apr 2014 - Jun 2015

Sr Retirement Counselor/ Planning & Guidance Consultant at Fidelity Investments

Jun 2007 - Mar 2014

Retirement Planning Group at Fidelity Investments

Aug 2000 - Jun 2007

Retirement Specialist at Fidelity Investments

Jan 1996 - Aug 2000

Brokerage Trading Specialist at Fidelity Investments

Jul 1993 - Dec 1995

Research Specialist at University of Utah School of Medicine

Mar 1988 - Jul 1993

Brooke Smith started working in 1988, then the employee has changed 3 companies and 6 jobs. On average, Brooke Smith works for one company for 5 years 5 months.

Their professional focus is 401k, Asset Allocation, and Bonds across 3 core areas.

Brooke holds Insurance- Life, Variable, Accident/Health, Chartered Retirement Planning Counselor( CRPC), and Registered Investment Advisor Representative- Series 66 certifications.

Education

University of Utah

Skills

Asset Allocation, 401k, Bonds

Brooke Smith Namesakes

Name
Company
Position
Brooke Smith
Human Resources Coordinator
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Brooke Smith
Bank Teller/ITM Teller
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