Trevor Nielsen

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Sturbridge, MA 01566

Credentials

ChFC®, Series 66

Industry experience

7 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Divorce financial planning Retirement income strategy Retirement withdrawal strategies Business exit / sale strategy Wealth management

Occupation focus

Founder/Business Owner

Work history

Edward Jones

2018 - Present (8 years)

Fastenal

2017 - 2018 (1 year)

R&J Lawncare

2017 - 2017 (1 year)

Solutionreach

2016 - 2017 (1 year)

Young Living Essential Oils

2014 - 2016 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Darren P

Series 63, Series 65, Series 66

Worcester, MA

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning

Jonathan R

Series 63, Series 65, Series 66

Auburn, MA

Fidelity

Jonathan Reheuser is a Financial Consultant at Fidelity Investments, where he has worked since 2015. He has held various roles within Fidelity, including Retirement Relationship Manager from 2014 to 2015, Retirement Solutions Representative from 2011 to 2014, and Retirement Representative from 2007 to 2011. Prior to his tenure at Fidelity, he worked as a Financial Adviser at Commonwealth Financial Network from 2003 to 2004, Morgan Stanley DW Inc. from 1998 to 2002, and Commonwealth Equity Services Inc. in 1998. Jonathan holds insurance licenses for Arkansas and California. His professional experience encompasses financial consulting and retirement planning, supporting clients in achieving their financial goals. Outside of his professional work, Jonathan is interested in biking, fitness, pets, reading, running, and skiing.

General retirement planning Retirement income strategy Income planning Wealth management

Christina L

Series 66

Sturbridge, MA

Merrill

Christina Lafortune is a Senior Financial Advisor at Merrill Lynch Wealth Management in Worcester, Massachusetts. Since joining the firm in 2011, she has provided financial guidance to a diverse range of clients including non-profits, business owners, executives, and families. Christina co-leads The Smith-LaFortune Group, focusing on investment management, retirement planning, insurance solutions, banking services, and customized wealth preservation strategies. Christina holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor of Science degree from Westfield State College and a Master of Business Administration in Accounting from Fitchburg State University. Beyond her professional role, Christina is involved with community organizations such as the Girl Scouts of Central and Western Massachusetts, Habitat for Humanity, and the Worcester County Food Bank. She resides in Sturbridge, Massachusetts with her husband and children and maintains personal interests in boating, camping, cooking, gardening, hiking, pottery, traveling, yoga, and spending time with family.

Retirement income strategy Income planning Business ownership considerations Wealth management Executive Founder/Business Owner Parents

Hunter B

ChFC®, Series 66

Palmer, MA

Edward Jones

Retirement income strategy Divorce financial planning General estate planning guidance General retirement planning Wealth management

Dennis A

Series 66

Auburn, MA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Military & Veterans Founder/Business Owner

Cara H

Series 66

Charlton, MA

Edward Jones

Retirement income strategy General retirement planning Business exit / sale strategy Divorce financial planning Multi-generational wealth transfer
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