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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 57 near 77486

Out of 400,000+ nationwide

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Devin K

Series 66

Lake Jackson, TX

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Edmund S

Series 63, Series 65

Angleton, TX

Merrill

Edmund Steinert is a Financial Advisor at Merrill Lynch Wealth Management, specializing in comprehensive wealth management strategies. He works with individuals, families, and businesses to develop personalized financial plans that address investment planning, retirement planning, tax-efficient strategies, and risk management. Edmund emphasizes a client-centric approach, focusing on building long-term relationships grounded in trust and a clear understanding of each client's unique financial goals. With professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Accredited Asset Management Specialist (AAMS), and Personal Investment Advisor (PIA), Edmund leverages his expertise and the extensive resources of Merrill Lynch to provide guidance tailored to life’s changes. His practice concentrates on areas such as education planning, family wealth management, legacy planning, retirement income, and catering to women and wealth. He holds a Bachelor's Degree from Franklin College. Outside of his professional role, Edmund is involved in the community through Rotary. He also enjoys boating, fishing, and spending time with his family.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Wealth management General estate planning guidance
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Jeremy F

Series 66

Sweeny, TX

Edward Jones

Retirement income strategy General retirement planning Wealth management Inheritance planning
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Elizabeth B

Series 66

Brazoria, TX

Edward Jones

General retirement planning
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Jeffrey S

Series 63, Series 66

Lake Jackson, TX

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Hugh S

Series 66

Lake Jackson, TX

Edward Jones

Retirement income strategy Retirement withdrawal strategies Liquidity event planning Business ownership considerations General estate planning guidance Founder/Business Owner
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Amanda M

Series 66

Lake Jackson, TX

Edward Jones

Divorce financial planning Retirement income strategy General retirement planning General estate planning guidance Wealth management
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Tamila I

Series 63, Series 66

Lake Jackson, TX

Merrill

Tamila Ingle is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 2013, joining Merrill Lynch in 2016. Tamila works closely with clients and their families to develop personalized financial strategies that address major life transitions and ongoing priorities. Her client focus areas include education planning, executive and equity compensation services, family wealth management, legacy planning, liquidity management, retirement planning, philanthropic planning, portfolio management, and tax minimization. Before her financial advisory career, Tamila served six years in the United States Military. She earned a Bachelor of Science in Business Administration with a focus on Personal Financial Planning from Central Michigan University, graduating with high honors. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designation, and is a Personal Investment Advisor (PIA). Tamila is committed to community involvement, reflecting the Merrill tradition, and dedicates time to volunteering with local organizations.

Wealth management Startup equity planning Business exit / sale strategy College savings (529s, UTMA, etc.) Military & Veterans
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Elaine P

Series 66

Lake Jackson, TX

Merrill

Elaine Polemenakos is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has served since 2012. She specializes in delivering wealth management services tailored to professionals, business owners, retirees, and their families. Elaine’s practice focuses on developing customized strategies that address clients’ short- and long-term financial objectives, including personal retirement planning, portfolio management, and services for endowments, foundations, and non-profits. With over a decade of experience in the financial services industry, Elaine leverages a disciplined, client-centric approach to understand each individual’s needs, concerns, and priorities. Prior to her advisory career, she held a legal background, having earned her Juris Doctorate from The University of Texas School of Law in 2000. Elaine also holds a bachelor's degree in Psychology from Texas A&M University and holds the designations of CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She does not provide legal advice in her role at Merrill Lynch. Outside of her professional responsibilities, Elaine is involved in community organizations such as Brazosport Cares Food Pantry, Brazosport Center Stages, Brazosport Fine Arts Council, and the SPCA of Brazoria County. Her personal interests include reading, traveling, spending time with her family, and watching movies.

Wealth management Retirement income strategy General retirement planning Women Professionals
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Benjamin T

Series 66

West Columbia, TX

Edward Jones

College savings (529s, UTMA, etc.) General retirement planning
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