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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 21 financial advisors of 21 near 05143

Out of 400,000+ nationwide

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William S

Series 66

Bellows Falls, VT

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Wealth management General retirement planning
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Amy D

ChFC®, Series 66

Springfield, VT

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management ESG / Sustainable investing General retirement planning Founder/Business Owner
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Roland S

CFP®, Series 66

Claremont, NH

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer General retirement planning
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Robert M

Series 63, Series 65

South Londonderry, VT

Merrill

Robert Mangiacotti is a Wealth Management Advisor with Merrill Lynch Wealth Management. He serves affluent families, retirees, professionals, and business owners, providing strategic guidance in financial planning, investment management, and private banking services. His approach emphasizes managing risk and creating personalized financial plans aligned with clients' life priorities and goals. Mangiacotti has earned an MBA in Finance from the University of Maryland and holds a Bachelor of Science degree in Electrical Engineering from Brown University. His professional credentials include Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He works with clients across various focus areas including college education planning, executive compensation, and retirement planning. In addition to his financial advisory work, Mangiacotti is active in ski racing as an official and Technical Delegate of the United States Ski Association. He is also involved with the Vermont Alpine Racing Association. He speaks both Italian and English and has a background as a varsity football player during his time at Brown University.

Wealth management Retirement income strategy Income planning Retirement withdrawal strategies Business ownership considerations Founder/Business Owner Executive
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Christopher S

Series 63, Series 65

Weston, VT

Merrill

Christopher Smiles is a Senior Financial Advisor and founder of The Smiles Group, a family office-style investment team within Merrill Lynch Wealth Management. Since joining the firm in 1984, he has over 40 years of experience assisting clients with complex financial decisions. He leads a team focused on providing high-touch, relationship-driven service, working closely with each client’s legal and tax advisors to develop and implement fully integrated investment strategies. His expertise includes creating customized solutions for entrepreneurs, executives, and high-net-worth families nationwide, with areas of focus such as corporate executive services, executive compensation, family wealth management, retirement planning, philanthropic planning, and tax minimization. Mr. Smiles holds the Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) designations. He earned a Bachelor of Arts degree in Economics from Bates College. He resides in Weston, Vermont with his wife and their three dogs. Outside of his professional work, he enjoys biking, fishing, hiking, skiing, and yoga. Christopher is also involved in community events including Nantucket Race Week’s Rainbow Parade.

Wealth management Family Business Retirement income strategy Charitable giving & philanthropy Executive
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Hudsen H

CFP®, Series 65

Chester, VT

AFS Wealth Management LLC

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Steven P

Series 63, Series 65

Claremont, NH

CItizens Securities, Inc.

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Tony L

Series 63, Series 66

North Walpole, NH

VOYA Financial Advisors, Inc.

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Robert W

Series 63, Series 65

Springfield, VT

Pfs Investments Inc.

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Debra C

Series 63, Series 65

Springfield, VT

Pfs Investments Inc.

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