Lew Burley serves as Senior Director, Chief Financial Officer Outreach on the National Advocacy Team of TIAA-CREF. In this capacity, he manages all Business Officer associational relationships that exist with TIAA-CREF on a national, regional and local basis. Previously, Lew served as the Individual Consultant Director at TIAA-CREF. In this role, Lew was responsible for leading a team of noncommissioned Individual Consultants who met with plan sponsor employees and who are solely dedicated to helping them achieve safe, secure and timely retirements. Lew has been with TIAA-CREF for over nineteen years and has more than 33 years of professional experience in the financial services industry and as an active duty United States Marine. Prior roles at TIAA-CREF include service as an Institutional Consultant for priority clients such as Temple University, Villanova and Temple University Health System. Additionally, Lew previously served as the lead Individual Consultant for the University of Pennsylvania, West Virginia University and the University of Delaware. Prior to joining TIAA-CREF, Lew was a Financial Consultant with Merrill Lynch Private Client Group. Lew proudly served on active duty in the United States Marine Corps for over 10 years and he is a Gulf War Veteran.
Lew holds a Bachelor's degree in Natural Sciences from Towson University. Lew is also a Chartered Financial Consultant, Chartered Life Underwriter and Chartered Mutual Funds Counselor and holds FINRA Series 7, 24, 51, 63 and 65 registrations in addition to maintaining licenses in life insurance, health insurance and variable products in New Jersey and Pennsylvania. Lew volunteers in support of community conservation causes and on behalf of disabled veterans and the surviving family members of fallen heroes.