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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

3 advisors near 38606

Out of 400,000+ nationwide

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Brett R

Series 66

Batesville, MS

Edward Jones

Brett Rosson is a Series 66-registered financial advisor with Edward Jones in Batesville, MS, where he has worked since 2013, totaling 12 years of industry experience. He is a shareholder in a marketing S Corporation based in Oxford, MS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm’s extensive nationwide network supports approximately $1.01 trillion in assets under management.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Retirement income strategy Founder/Business Owner
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William L

CFP®, Series 63, Series 66

Batesville, MS

Edward Jones

William Langley III is a CFP® professional at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Brean Capital LLC and the University of Mississippi. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide. The firm offers a variety of investment strategies and affiliated services under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Stephen W

Series 63, Series 66

Batesville, MS

Edward Jones

Stephen Whatley is a financial advisor with Edward Jones in Batesville, MS, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is involved in farming as Vice President of Delta Agriculture Belmont/Choctaw Farms. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated financial services. The firm manages over $1 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Retired Founder/Business Owner Executive Intergenerational Families
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