Christy R. Lee

SunTrust Investment Services, Inc. (STIS) is a dual investment advisor and broker-dealer headquartered in Atlanta, Georgia and was founded in 2005. The firm is a subsidiary of SunTrust Bank Holdings, Co. STIS is an introducing broker-dealer clearing its trades through National Financial Services LLC and its affiliate Fidelity Management Trust Co. STIS is a member of FINRA and the SIPC.

TIAA-CREF Individual & Institutional Services LLC (TC Services) is a wealth management firm headquartered in New York City. The firm was founded in 20055 and is a wholly owned subsidiary of Teachers Insurance & Annuity Association of America, which is owned by TIAA Board of Governors. TC Services provides investment advisory services to individuals.