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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

194 advisors near New York, NY

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Michael L

Series 66

New York, NY

RBC Capital Markets

Michael Lindvall is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds the Series 66 designation and has previously served in the United States Army Reserve from 2005 to 2018 as well as the Veterans of Foreign Wars from 2015 to 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital markets and asset management capabilities.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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John K

Series 66

New York, NY

RBC Capital Markets

John Khalil is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. Prior to joining RBC Capital Markets in 2023, he worked at Altacent and has a diverse background including roles in the restaurant and parking industries as well as various positions in education and sports organizations. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with tailored investment strategies implemented through a combination of in-house and third-party managers. The firm offers a range of advisory programs providing portfolio management, financial planning, custody, and brokerage services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Matthew P

Series 66

New York, NY

RBC Capital Markets

Matthew Paragamian is a financial advisor with RBC Capital Markets in New York, NY, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Hays Talent Solutions, the International Finance Corporation, and Artemis Real Estate Partners. He also spent two years pursuing full-time education at the University of Pennsylvania. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies using a combination of in-house and third-party managers, with options for tax management and responsible investing.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Mark G

Series 66

New York, NY

RBC Capital Markets

Mark Gregware is a financial advisor with RBC Capital Markets in New York, NY, holding a Series 66 designation and having 4 years of industry experience. He has been with RBC Capital Markets since 2007. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides portfolio management, financial planning, custody, and brokerage services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Jeffrey D

Series 63

New York, NY

RBC Capital Markets

Jeffrey Doty is a financial advisor at RBC Capital Markets in New York, NY, with 31 years of industry experience. He holds a Series 63 designation and has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves as a condo board member representing unit owners. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs providing portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers tailored to client risk profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Keith M

Series 63, Series 66

New York, NY

RBC Capital Markets

Keith Mirto is a financial advisor with RBC Capital Markets in New York, NY, holding Series 63 and Series 66 registrations and bringing 38 years of industry experience. He has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customized investment strategies implemented through various portfolio management solutions and integrated capital markets capabilities.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Terence T

Series 63, Series 65, Series 66

New York, NY

RBC Capital Markets

Terence Tracy is a financial advisor at RBC Capital Markets with 43 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining RBC in 2024, he worked for Citigroup Global Markets Inc. from 2009 to 2024. RBC Wealth Management serves a diverse client base, including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Debra L

Series 63, Series 65

New York, NY

RBC Capital Markets

Debra Leslie is a financial advisor at RBC Capital Markets with 36 years of industry experience. She holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2008. Outside of her advisory role, she is involved with Minnesota State University's Center for Workforce Professional Education, where she provides guidance and mentoring for the Women in Leadership Program. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering tailored investment strategies through various advisory programs and integrated capital-markets capabilities.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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James S

Series 66

New York, NY

RBC Capital Markets

James Siede is a financial advisor at RBC Capital Markets with 20 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs providing portfolio management, financial planning, custody, and brokerage services, utilizing a combination of in-house and third-party investment managers tailored to each client's risk profile.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Megan W

Series 63, Series 66

New York, NY

RBC Capital Markets

Megan Wilson is a financial advisor at RBC Capital Markets with 13 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked for J.P. Morgan Chase Bank and J.P. Morgan Securities LLC for 10 years. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Thomas B

Series 66

New York, NY

RBC Capital Markets

Thomas Brown is a financial advisor with RBC Capital Markets in New York, NY, holding a Series 66 designation and nine years of industry experience. His career includes multiple roles at RBC Capital Markets as well as positions at Doosan Bobcat, Bell Bank, and Edward Jones. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to client risk profiles and utilizing both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Justin F

Series 66

New York, NY

RBC Capital Markets

Justin Flores is a financial advisor with RBC Capital Markets in New York, NY. He holds a Series 66 designation and has two years of industry experience. Prior to joining RBC Capital Markets in 2021, he held roles at Insight Global and various positions outside the financial industry, including in hospitality. RBC Wealth Management serves a diverse client base, including individual investors, institutions, pension plans, corporations, and nonprofits. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies based on clients' risk profiles and leveraging both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Shayaan H

Series 66

New York, NY

RBC Capital Markets

Shayaan Hasan is a financial advisor at RBC Capital Markets with six years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, N.A. and Merrill. Hasan is based in New York, NY. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Jeffrey A

Series 66

New York, NY

RBC Capital Markets

Jeffrey Appel is a financial advisor at RBC Capital Markets with 19 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients' risk profiles with a mix of in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Mitchell G

Series 63, Series 66

New York, NY

RBC Capital Markets

Mitchell Gallo is a financial advisor at RBC Capital Markets in New York, NY, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Nicholas D

Series 66

New York, NY

RBC Capital Markets

Nicholas Dzuna is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2021. Prior to his current role, he worked seven years at Opdyke Furniture. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Mary D

Series 66

New York, NY

RBC Capital Markets

Mary Dujovski is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2013, with a brief role at EXTENDED Travel in 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Emily T

Series 66

New York, NY

RBC Capital Markets

Emily Thurlow is a financial advisor at RBC Capital Markets with a Series 66 designation and approximately one year of industry experience. Her prior work includes roles at Yellowstone Club and Xanterra Travel Collection, as well as periods of full-time education and travel. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, tailored strategies, and access to both in‑house and third‑party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Stanley W

Series 63, Series 65

New York, NY

RBC Capital Markets

Stanley Weeks is a financial advisor at RBC Capital Markets with 20 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley from 2013 to 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and financial planning solutions, leveraging both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Vincenzo T

Series 66

New York, NY

RBC Capital Markets

Vincenzo Turano is a financial advisor at RBC Capital Markets with 50 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2008, previously spending four years at City National Bank. Turano serves on the board of directors of the Fortis Group, a real estate business, since 1995. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations with tailored advisory programs that include portfolio management, financial planning, and brokerage services. The firm combines in-house and third-party managers to implement customized investment strategies and offers integrated capital markets and alternative investment capabilities.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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