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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 42 near 37760

Out of 400,000+ nationwide

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Adam S

Series 63, Series 66

Morristown, TN

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Inheritance planning Founder/Business Owner
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Jason G

CFP®, Series 66

Jefferson City, TN

Edward Jones

General estate planning guidance Multi-generational wealth transfer Retirement income strategy Wealth management
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Carlee R

CFP®, Series 66

Morristown, TN

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Multi-generational wealth transfer Wealth management Founder/Business Owner Intergenerational Families
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Justin M

Series 66

Morristown, TN

Merrill

Justin Myers is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in managing new wealth, personal retirement planning, portfolio management services, and retirement income. Justin began his career in the financial services industry in 2011 and has been with Merrill Lynch Wealth Management since 2017. Justin holds a bachelor's degree in logistics from the Haslam College of Business at the University of Tennessee. He is a Personal Investment Advisor (PIA) and leverages the research and market insights from Merrill Lynch to help individuals and families plan and achieve their financial goals. Raised in east Tennessee, Justin has lived in Knoxville for the past 20 years. Outside of his professional role, he enjoys biking, golfing, and football. He spends time with his wife Ashley and their two sons, often attending their sporting events and supporting Tennessee football and basketball.

Wealth management Retirement income strategy General retirement planning Income planning Young Families Parents
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Bryce B

Series 66

Dandridge, TN

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Business ownership considerations Multi-generational wealth transfer Founder/Business Owner
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Drew L

Series 66

Morristown, TN

Merrill

Drew Leach is the Associate Resident Director at Merrill Lynch Wealth Management, where he focuses on planning, business development, and team management. He joined Merrill Lynch in 2012 as a financial advisor and works closely with individuals and families to devise comprehensive, goals-based financial strategies. Drew emphasizes multigenerational wealth planning to address complex family financial needs and priorities. He holds a Bachelor’s degree in Psychology from the University of Tennessee at Knoxville and has earned several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Drew is actively involved in professional and community organizations such as Helping Young Professionals Excel (HYPE), Kiwanis International, and Ducks Unlimited. Outside of his professional role, Drew enjoys outdoor activities including fishing, golfing, hiking, hunting, and traveling. He balances his career with family life alongside his wife Jordan, their two children, and their dogs.

General retirement planning Retirement income strategy Wealth management General estate planning guidance Charitable giving & philanthropy Young Families Women Professionals
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Adam S

Series 66

Morristown, TN

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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Bryan P

CFP®, Series 66

Jefferson City, TN

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Founder/Business Owner Doctor or Medical Professional
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William A

Series 65

Morristown, TN

WMG Financial Advisors, LLC

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Mark A

Series 63, Series 65

Morristown, TN

WMG Financial Advisors, LLC

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