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Board Member

Shelly-Ann Eweka

Shelly is the TIAA Institute Senior Director of Research & Strategic Program Initiatives. As a financial planning thought leader, she supports TIAA’s objective to engage customers with advice that helps them meet their financial needs to and through retirement. Her focus is to proactively deliver forward-looking content through different platforms.

With nearly three decades in financial services, Shelly is a nationally known financial planner and speaker who brings awareness and strategic solutions to narrow race and gender gaps in retirement savings. Within the firm, she launched Black Indigenous Women of Color Financial Advisors/Planners of TIAA. She is a member of several other organizations—including ones for Black and female employees—that create leaders, influence culture and promote financial equity.

Mass media outlets frequently quote Shelly’s commentary, including Bloomberg, CNBC, USA Today, Black Enterprise, CNN, Yahoo, and several podcasts and financial websites. Often, she speaks at events designed for female audiences such as the Women’s Institute for a Secure Retirement (WISER) and the 2022 Women’s Network Conference, which is run by the N.C. chapter of the American Council on Education (ACE). In addition, Shelly has presented at a financial literacy webinar organized by George Washington University that was attended by national researchers, policy makers and reporters.

Shelly is a longstanding member of the Association of African American Financial Advisors, serves on the CFP Board Appeals Commission and is an arbitrator for FINRA. Previously, Shelly led a team of CERTIFIED FINANCIAL PLANNERTM professionals who build financial plans for clients and provide support for TIAA wealth management advisors. Also, Shelly is the former CFP Board Chair of both the Disciplinary and Ethics Commission and the Commission on Sanctions Fitness.

Shelly holds a master’s in taxation from Northeastern University, a certificate in Financial Planning from NYU, and a Bachelor of Science in Electrical Engineering from the University of Pennsylvania. Additionally, she maintains her Certified Financial PlannerTM, Chartered Financial Consultant, Retirement Management Advisor®, and the North Carolina State Health and Life Insurance, and Series 7, 24, 63, and 65 licensing.