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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 184 near 37129

Out of 400,000+ nationwide

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William S

Series 66

Smyrna, TN

Edward Jones

Retirement income strategy General retirement planning
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Aaron M

Series 66

Smyrna, TN

Edward Jones

General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning
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Patrick S

Series 66

Murfreesboro, TN

Edward Jones

Business ownership considerations Retirement income strategy Wealth management Real estate investing Founder/Business Owner Newlywed/Engaged Young Families Intergenerational Families
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Todd M

CFP®, Series 66

Murfreesboro, TN

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner Intergenerational Families
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Daniel J

CFP®, ChFC®, Series 66

Smyrna, TN

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning
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Kevin S

Series 63, Series 66

Murfreesboro, TN

Edward Jones

Retirement income strategy
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J W

Series 66

Murfreesboro, TN

Merrill

J Whitmore is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on delivering personalized financial strategies and advice to individuals, families, and businesses. His approach emphasizes understanding clients' short- and long-term financial objectives to tailor solutions that address managing new wealth, personal retirement planning, portfolio management services, and retirement income. Since entering the financial services industry in 2011 and joining Merrill in 2014, J Whitmore has developed expertise in building strong client-advisor relationships that foster confidence and empowerment in wealth management. He holds the Chartered Retirement Planning Counselorâ„¢ and Personal Investment Advisor designations and earned a bachelor's degree in Business Administration from Middle Tennessee State University. Outside of his professional role, J Whitmore enjoys football, golfing, soccer, softball, and spending time with his family. He lives in Murfreesboro with his wife and three daughters.

General retirement planning Retirement income strategy Income planning Wealth management Active portfolio management
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Nicole E

Series 66

Murfreesboro, TN

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy Wealth management Educators, Teachers, and Academics Founder/Business Owner
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Eric B

CFP®, Series 63, Series 66

Smyrna, TN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management Retirement income strategy Active portfolio management Founder/Business Owner
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Brian C

CFP®, ChFC®, Series 63, Series 66

Murfreesboro, TN

Edward Jones

Retirement income strategy General retirement planning Wealth management
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