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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 30 financial advisors of 47 near 28786

Out of 400,000+ nationwide

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Justin C

Series 66

Sylva, NC

Edward Jones

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

Series 66

Lake Junaluska, NC

Edward Jones

Retirement income strategy Divorce financial planning Business ownership considerations Founder/Business Owner LGBTQIA
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Susan S

Series 63, Series 65

Waynesville, NC

Merrill

Susan Sorrells is the Resident Director and Wealth Management Advisor with Merrill Lynch Wealth Management in Asheville, North Carolina. She has been with Merrill Lynch since 2007 and currently leads the Asheville office, supporting and mentoring financial advisors and associates. Susan works closely with a select group of individuals and families, providing customized financial strategies and guidance tailored to their retirement, legacy, and wealth management goals. With over 36 years of experience in the financial services industry, Susan draws on her background in banking and investment management, including previous roles in retail branch management and licensed banker supervision at SunTrust Bank and Wachovia Bank. She holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, Chartered Retirement Planning Counselor™ (CRPC™) designation, and Certified Divorce Financial Analyst® (CDFA®) certification. Susan’s areas of expertise include retirement planning, education funding, family wealth strategies, and divorce-related financial issues, collaborating with attorneys and accountants to develop comprehensive wealth management solutions. Susan earned her bachelor’s degree in business administration with a concentration in commercial banking from Mars Hill University. She is a member of the Waynesville Rotary Club and participates in community organizations such as KARE, Open Door, Manna Backpack, and Folkmoot. Susan resides in Waynesville, North Carolina, with her husband and enjoys boating, reading, traveling, and spending time with her family.

General retirement planning Retirement income strategy Wealth management Divorce financial planning General estate planning guidance Parents Women Professionals
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Scott S

Series 66

Canton, NC

Edward Jones

Charitable giving & philanthropy Divorce financial planning Business ownership considerations General estate planning guidance Wealth management Oil & Gas Founder/Business Owner
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Latisha P

Series 63, Series 65, Series 66

Clyde, NC

Edward Jones

General estate planning guidance Retirement income strategy General retirement planning Wealth management
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Travis B

Series 66

Waynesville, NC

Edward Jones

Retirement income strategy General retirement planning ESG / Sustainable investing Wealth management
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Erika J

Series 66

Clyde, NC

Respire Wealth Management, LLC

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Thomas C

Series 63, Series 65

Sylva, NC

Credit Union Investment Services

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Sebastien G

Series 66

Waynesville, NC

Valic Financial Advisors

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Adam D

Series 63, Series 65

Waynesville, NC

First Citizens Investor Services, Inc.

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