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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 460 near 31406

Out of 400,000+ nationwide

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Kevin B

Series 63, Series 65

Savannah, GA

Merrill

Kevin Beckwith is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 1983, bringing extensive experience in risk management and market navigation to his advisory practice. Kevin focuses on connecting all aspects of a client’s financial life to help prioritize and pursue their most important goals. His areas of expertise include college education planning, personal retirement planning, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. Kevin holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Stetson University. He is active in his church, Wesley Monumental United Methodist Church, and is involved in his family and community. Outside of work, his personal interests include adventure sports, music, running, philanthropy, travel, classic cars, and sports.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Wealth management Charitable giving & philanthropy Women Professionals
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Theadora L

Series 66

Savannah, GA

Merrill

Theadora Lamprecht is a Wealth Management Advisor with Merrill Lynch Wealth Management. She joined the Hamilton Group in 2014 and was named a Wealth Management Advisor in 2022. Theo brings over fifteen years of experience in the financial industry, having previously spent ten years working in private wealth management at JPMorgan. Her approach emphasizes placing clients’ best interests and aspirations at the core of a thoughtful and responsive process, focusing on problem-solving, simplifying complexity, and enhancing clarity. Theo holds the CERTIFIED FINANCIAL PLANNER® certification and the Chartered SRI Counselor™ designation, which specializes in Impact investing and Environmental, Social, and Governance (ESG) investing. She earned both her Bachelor of Business Administration and Master of Finance degrees from Walsh College of Accountancy and Business. In addition to her professional credentials, Theo is a member of the Bank of America Inter-Generational Network as a Generational Ambassador and the CFP Board. Outside of her professional activities, Theo resides in South Lyon, Michigan with her husband and their twin daughters. She and her family enjoy traveling worldwide to explore new cultures and maintain an active lifestyle. Theo is also involved with several community organizations, including the Children’s Foundation, Habitat for Humanity, Red Cross, and Susan G. Komen.

Wealth management ESG / Sustainable investing Charitable giving & philanthropy Family Business Women Professionals Women's Finance
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James B

Series 66

Savannah, GA

Merrill

James Buchman is a Financial Advisor with Merrill Lynch Wealth Management and serves as the Team Financial Advisor for the Sipple Buchman Cairns Reeves team. In this role, he focuses on providing goal-based wealth management planning and expanding client care and outreach within the award-winning team. James specializes in offering investment advice and solutions tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. His areas of expertise include family wealth management strategies, retirement income planning, philanthropic planning, liquidity management, tax minimization, and portfolio management services. He also provides services for endowments, foundations, non-profits, and small business strategies. He holds a Bachelor's Degree from Clemson University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). James is involved with professional and community organizations such as Park Place Outreach, Inc. and United Cerebral Palsy of South Carolina. Outside of work, he enjoys camping, gardening, playing soccer, and spending time with his family.

Wealth management Retirement income strategy General retirement planning Tax strategies for small businesses
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Robert H

Series 63, Series 65

Savannah, GA

Merrill

Robert Howard is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on family wealth management strategies, legacy planning, and personal retirement planning. He assists clients with asset management and planning needs, and offers access to lending solutions from Bank of America. Robert holds a Bachelor's Degree from the University of Georgia and completed his high school education at Waycross High School. He has earned multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment (SE). He is actively involved in various professional organizations and community activities. Robert has served on the Board of Trustees for Hancock Day School and the St. Joseph's/Candler Foundation. He is a graduate of Leadership Georgia and Leadership Savannah, and has held leadership roles such as past president of the Savannah Estate Planning Council and the Men's Club of St. John's Church. Additionally, he serves on the Troop 57 Committee for the Boy Scouts of America.

Wealth management General retirement planning General estate planning guidance Multi-generational wealth transfer
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Cytra K

Series 66

Savannah, GA

Merrill

Cytra Kinte Parker is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In her role, she focuses on understanding clients' priorities to help develop strategies for pursuing their short-, mid-, and long-term financial goals. She provides support across a range of areas including general investing, retirement planning, and saving for unexpected events, and offers access to Bank of America specialists for banking, credit, home financing, and small business solutions. Cytra holds a Bachelor's Degree from Clayton State University and has completed an Accredited Certificate Program at Valdosta State University. She also carries the Personal Investment Advisor (PIA) designation. Bilingual in English and Spanish, she is a member of professional organizations such as the Savannah Chamber of Commerce - RCT and The Junior League of Savannah. Her community involvement includes work with America's Second Harvest of Coastal Georgia, the Frank Callen Boys & Girls Club, Savannah Tree Foundation, and several other local organizations.

General retirement planning Income planning Wealth management
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Jason H

Series 66

Richmond Hill, GA

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning Retirement income strategy General retirement planning Wealth management Religious/faith focused Values-based investing
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Tyler S

Series 66

Bluffton, SC

Edward Jones

Divorce financial planning Business ownership considerations Retirement income strategy Wealth management Inheritance planning Founder/Business Owner
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Jennifer G

Series 66

Savannah, GA

Merrill

Jennifer Grayson is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has over 25 years of financial experience, including roles at SunTrust Bank managing construction loan budgets and at State Farm assisting clients with insurance needs. Since joining Merrill Lynch in 2009, Jennifer has developed personalized financial strategies to help clients identify and prioritize their financial goals while seeking to strengthen their overall wealth. Jennifer holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and the Certified Plan Fiduciary Advisor® (CPFA®) designation from the National Association of Plan Advisors (NAPA). She earned her Bachelor's degree in Business and Finance from Georgia Southern University. A native of Savannah, Jennifer dedicates time to community involvement through support of the Savannah Junior League and Junior Achievement. She and her family attend Blessed Sacrament Church, where she volunteers regularly. Outside of work, Jennifer enjoys tennis, boating, photography, and spending time with her husband and two children.

Wealth management General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Women Professionals Women's Finance LGBTQIA Parents
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Mark T

CFP®, Series 63, Series 66

Bluffton, SC

Edward Jones

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

Series 63, Series 65

Richmond Hill, GA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Wealth management ESG / Sustainable investing Military & Veterans Founder/Business Owner Religious/faith focused Values-based investing
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