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Treva N

Series 66

New York, NY

Retirable

Treva Nostdahl is a Fiduciary Financial Advisor who focuses on helping clients plan for retirement with clarity and confidence. She specializes in retirement income planning and goals-based financial planning, working closely with individuals to build strategies that align with their long-term priorities. Before joining Retirable, Treva worked at Oppenheimer & Co. Inc., where she supported financial advisors and their clients with retirement planning, account management, and ongoing financial guidance. Her experience spans both client-facing work and behind-the-scenes planning, giving her a well-rounded perspective on the financial planning process. Treva holds a B.S. in Business Administration with an emphasis in Finance and a minor in Communication from Regis University in Denver. She is known for her clear, thoughtful approach and her ability to explain complex financial topics in a way that helps clients feel informed and supported as they plan for retirement.

Retirement income strategy Income planning Social Security optimization Retired Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Values-based investing Behavioral coaching / decision support

Top 23 financial advisors of 23 near 01247

Out of 400,000+ nationwide

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Ryley G

Series 66

Bennington, VT

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy Multi-generational wealth transfer
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Regina G

Series 66

Adams, MA

Edward Jones

College savings (529s, UTMA, etc.) Engineering Professional Doctor or Medical Professional Women Professionals
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Arisleyda R

Series 63, Series 65, Series 66

Whittingham, VT

Merrill

Arisleyda Riehl is a Wealth Management Advisor at Merrill Lynch Wealth Management. She is responsible for driving office performance and achieving business growth in the Southern Connecticut Market. Arisleyda joined Merrill Lynch in 1994 after interning with the firm during graduate school, bringing extensive experience navigating various market and economic conditions to assist clients with their financial goals. Her expertise includes working with individuals and couples managing new wealth or liquidity, helping them make informed financial decisions during significant life transitions. Arisleyda holds a bachelor's degree in Finance from the State University of New York at Old Westbury and an M.B.A. in International Business from Hofstra University's Zarb School of Business. She also holds multiple professional certifications, including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Certified Plan Fiduciary Advisor (CPFA), as well as FINRA Series 7, 9, 10, 31, and 66 registrations and various insurance licenses. Born and raised in the Dominican Republic, Arisleyda is fluent in Spanish and resides in Norwalk, Connecticut with her husband. She enjoys golfing, skiing, cooking, and spending time at the beach. Arisleyda is actively involved in her community, participating in organizations such as Building One Community, Ferguson Library, Rotary International, and Women in Leadership at Hofstra University.

Wealth management Retirement income strategy Inheritance planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Women Professionals Approaching retirement Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Erin L

Series 65, Series 66

Bennington, VT

Fidelity

Erin Leonard currently serves as Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2013. She has been active in the financial services industry since 2007, with prior roles as a Financial Advisor at UBS Financial Services, Inc, Raymond James & Associates, Inc, Purshe Kaplan Sterling, and LPL Financial. Her professional focus is on partnering with individuals and families to develop, implement, and maintain financial plans centered around saving, spending, and protecting assets. She aims to help clients position themselves to achieve their financial goals. No information regarding education, credentials, personal interests, or community involvement was provided.

Cash flow / budgeting Debt management General retirement planning Wealth management Life insurance needs analysis
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Matthew S

Series 65

Williamstown, MA

MDS Wealth Advisors, LLC

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Matthew C

Series 65

Williamstown, MA

MDS Wealth Advisors, LLC

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Scott P

Series 66

Hawley, MA

Wellington Shields & Co., LLC

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Patricia S

PFSâ„¢, Series 65

Wilmington, VT

wealth Enhancement Advisory Services, LLC

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Seth S

Series 66

Williamstown, MA

Kestra Advisory

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Jason D

Series 66

Williamstown, MA

Kestra Advisory

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