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Nevada Nevada

Find Retirement Planners for Retirement Planning in Nevada

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Nevada, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Nevada

Summit Portfolio Management

Summit Portfolio Management

10091 Park Run Drive, Suite 110

Las Vegas, NV 89145

702-838-9999

Allworth Financial

Allworth Financial

8945 W. Russell Road Suite 205

Las Vegas, NV 89147

888-242-6766

List of Additional Retirement Planners in Nevada*

* Additional advisor listing is provided in partnership with Yext

Thomas R Goode - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8601

Bax Investments

10304 Mountain Lodge Pl

Las Vegas, NV 89144
702-256-4520

Branch Benefits Consultants

4584 North Rancho Drive

Las Vegas, NV 89130
702-646-2082

Michael J Spedale - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2024

Kyle Denison - Ameriprise Financial Services, LLC

9121 W Russell Rd
Ste 214

Las Vegas, NV 89148
702-990-5873

Domenica Danna - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2094

First Allied Securities

295 Highway 50
#7

Zephyr Cove, NV 89448
775-588-6116

Desert Mountain Market - UBS Financial Services Inc.

10801 W. Charleston Blvd
Suite 400

Las Vegas, NV 89135
702-731-1121

Nevada Reserve Studies, Doug Taylor

702-432-5587

Edward Jones - Financial Advisor: Garrett J Thompson

3005 Skyline Blvd
Ste 120

Reno, NV 89509
775-825-1705

Jose Negrete - Morgan Stanley

905 Railroad St
Suite 102

Elko, NV 89801
775-748-4500

Daniel S Fitzsimmons - Ameriprise Financial Services, Inc.

500 Damonte Ranch Pkwy
Ste 735

Reno, NV 89521
775-829-7210

Enid A Oliver - Ameriprise Financial Services, LLC

500 Damonte Ranch Pkwy
Ste 735

Reno, NV 89521
775-236-0515

Frank Aguilar - Ameriprise Financial Services, LLC

10845 Griffith Peak Dr
Ste 690

Las Vegas, NV 89135
702-254-1263

Joshua Pianko - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2058

Orin Haworth

8875 W. Flamingo RD
Suite 200

Las Vegas, NV 89147
702-562-7990

Money Managers, Inc.

7495 W. Azure Dr. Suite 110

Las Vegas, NV 89130
725-254-5220

Gerald Iwanylo

7390 W Sahara Ave
Ste 200 F

Las Vegas, NV 89117
702-462-5786

William Creekbaum - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8645

Praxair Welding Gas and Supply Center

4443 US-50 E

Carson City, NV 89701
775-882-4848

Oliver, Wickes & Associates - Ameriprise Financial Services, LLC

500 Damonte Ranch Pkwy
Ste 735

Reno, NV 89521
775-236-0515

Allstate Personal Financial Representative: Donald Rogers

7935 Badura Ave
Ste 1030

Las Vegas, NV 89113
916-792-4309

Stephen Hazel, CFP, CIMA, CRPC - UBS Financial Services Inc.

10801 W Charleston Boulevard
Suite 400

Las Vegas, NV 89135
702-792-3121

Robert J Keyes Jr - Ameriprise Financial Services, LLC

10845 Griffith Peak Dr
Ste 690

Las Vegas, NV 89135
702-254-1263

Jodie A Cohen - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2001

Jitiwan Tanner

702-677-9789

Anthony K Van Hollebeke - Ameriprise Financial Services, LLC

7477 W Lake Mead Blvd
Ste 110

Las Vegas, NV 89128
702-534-7500

Robin Shoemaker - Ameriprise Financial Services, LLC

1781 Village Center Cir
Ste 140

Las Vegas, NV 89134
702-395-8100

Matthew Allred - Ameriprise Financial Services, LLC

2900 Horizon Ridge Pkwy
Ste 201

Henderson, NV 89052
702-992-6300

David Hoover, M.S.

3716 Lakeside Drive
Suite 200

Reno, NV 89509
775-683-9008

Caldera Wealth Management Group

5771 S. Fort Apache Rd.
Ste 130

Las Vegas, NV 89148
702-616-2000

Mance Wealth Management

6980 S Cimarron Rd
Suite 110

Las Vegas, NV 89113
702-235-4804

Peterson Wealth Management

2258 Reno HWY. Ste. E

Fallon, NV 89406
775-423-8007

Peterson Wealth Management

2215 Green Vista Dr.
Suite 303

Sparks, NV 89431
775-673-1100

Chris Osborne - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-982-8686

Cuddy Wealth Management

8367 West Flamingo Road
Suite 201

Las Vegas, NV 89147
702-877-0221

Jacob Curtis - Ameriprise Financial Services, LLC

2900 Horizon Ridge Pkwy
Ste 201

Henderson, NV 89052
702-992-6300

Eric A Overstreet - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8603

The Henderson, NV Branch Office - UBS Financial Services Inc.

2475 Village View Drive
Suite 150

Henderson, NV 89074
800-428-7573

Brandon Lorain - Ameriprise Financial Services, LLC

10845 Griffith Peak Dr
Ste 690

Las Vegas, NV 89135
702-640-5439

Philip Tynan - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-737-8156

Gibson Wealth Management Group - UBS Financial Services Inc.

6900 South McCarran Boulevard
Suite 1020

Reno, NV 89509
951-782-4728

First Command Financial Advisor - Aida Attigue

500 N Rainbow Blvd
Suite 310

Las Vegas, NV 89107
702-800-7466

Thomas Hammann - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8608

Mortgage Solutions Financial Las Vegas

6585 High St
Ste 100

Las Vegas, NV 89113
702-941-7676

Dean Gilliam - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8649

Kelly Peterson - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8306

RB Capital Management

5365 Reno Corporate Drive
Suite 200

Reno, NV 89511
775-993-2900

The Connolly Retirement Group

808-799-0007

David Hengel - Ameriprise Financial Services, LLC

2900 Horizon Ridge Pkwy
Ste 201

Henderson, NV 89052
702-992-6300

Irene Self - Ameriprise Financial Services, LLC

5305 Reno Corporate Dr
Ste 200

Reno, NV 89511
775-853-1503

Strategic Wealth Design

2190 East Pebble Road
Suite 260

Las Vegas, NV 89123
702-907-7444

Constantino & Callender

8925 West Post Road
Second Floor

Las Vegas, NV 89148
702-263-1919

Michael Swinehart - Ameriprise Financial Services, LLC

2495 Village View Dr
Ste 200

Henderson, NV 89074
702-360-0400

Benjamin Herman - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2067

John Yeazel - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8314

The Pacific Ridge Group - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8675

Providere Wealth Management Group - UBS Financial Services Inc.

10801 W Charleston Boulevard
Suite 400

Las Vegas, NV 89135
702-792-3134

Guida & McCubbin Financial Consultants

2625 Wigwam Parkway
Suite 100

Henderson, NV 89074
702-732-9226

Platinum Wealth Management

5335 Kietzke Lane
Suite 207

Reno, NV 89511
775-717-0001

Mark Erculei - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8339

Martini Financial Services, LLC

2831 Saint Rose Parkway
Suite 218

Henderson, NV 89052
702-818-1067

The Rosenberg-DiPace Group - UBS Financial Services Inc.

2475 Village View Drive
Suite 150

Henderson, NV 89074
702-567-4182

Calvin Albright - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8627

Retirement Rollover and Planning Services

5200 Neil Road

Reno, NV 89502
775-824-8006

Canyon Ridge Group, LLC

4948 South Mountain Vista Street
Suite 20314

Las Vegas, NV 89121
702-252-7252

Anthon D Matkulak - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8657

Leanne Fenton - Ameriprise Financial Services, LLC

6490 S McCarran Blvd
Ste 32

Reno, NV 89509
775-825-4240

Essential Wealth Advisors, LLC

10655 Professional Circle
Suite A

Reno, NV 89521
775-800-6428

Danielson Financial Group

3027 E. Warm Springs Road
Suite 100

Las Vegas, NV 89120
702-734-7000

Mahlon R. Edwards Financial Planning & Investment Strategies, Inc.

2620 Regatta Drive
Suite 102

Las Vegas, NV 89128
702-804-4902

Miguel Vazquez - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2010

Jamie Cooke, CLU, ChFC

5470 Kietzke Lane
#300

Reno, NV 89511
775-544-7388

John Dube' - Ameriprise Financial Services, LLC

231 N Buffalo Dr
Ste B

Las Vegas, NV 89145
702-360-0040

Thurlow Wealth Management

375 N. Stephanie St.
Bldg 7, Ste 712

Henderson, NV 89014
702-396-1603

Gregory Sheets

8875 West Flamingo
Suite 200

Las Vegas, NV 89147
702-562-7990

David Stark - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8375

Kyle Townsend - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2048

Joey Mecham - Ameriprise Financial Services, LLC

500 Damonte Ranch Pkwy
Ste 735

Reno, NV 89521
775-829-7210

Terrence K Lapan - Ameriprise Financial Services, LLC

201 W Liberty St
Ste LL2

Reno, NV 89501
775-683-3555

Steven M Brundage - Ameriprise Financial Services, LLC

10845 Griffith Peak Dr
Ste 690

Las Vegas, NV 89135
866-874-0668

Michael W Hayes - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8647

Brandon Thompson

775-825-4001

Sherrill Decleene - Ameriprise Financial Services, LLC

500 Damonte Ranch Pkwy
Ste 735

Reno, NV 89521
775-829-7210

Lori Bean - Ameriprise Financial Services, LLC

7251 W Lake Mead Blvd
Ste 210

Las Vegas, NV 89128
702-256-1450

First Command Financial Advisor - John Mason

1755 E Plumb Lane
Ste 158

Reno, NV 89502
775-851-7500

Steven G Self - Ameriprise Financial Services, LLC

5305 Reno Corporate Dr
Ste 200

Reno, NV 89511
775-236-2453

Monica House - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8658

Freddie Sarno - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2057

Michael Angier - Ameriprise Financial Services, LLC

5305 Reno Corporate Dr
Ste 200

Reno, NV 89511
775-853-1503

PBC Private Wealth

6767 W Tropicana Ave
Suite #200

Las Vegas, NV 89103
855-563-6187

Jeremiah Johnson - Ameriprise Financial Services, LLC

2831 St Rose Pkwy
Ste 200

Henderson, NV 89052
702-818-1111

Aldrich Investment Management

10120 S. Eastern Ave.
Suite 230

Henderson, NV 89052
702-403-1113

Salvatore James Mineo - UBS Financial Services Inc.

10801 W Charleston Boulevard
Suite 400

Las Vegas, NV 89135
702-792-3119

Bernard P Schofield - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2046

Rich Concepts Investment Group

1644 U.S. Hwy 395 N.
Suite 1B

Minden, NV 89423
775-364-6880

Thomas Richard Fitzgerald Jr - Ameriprise Financial Services, LLC

2495 Village View Dr
Ste 200

Henderson, NV 89074
702-839-6317

Felipe Boyles

7390 W Sahara Ave
Ste 200 F

Las Vegas, NV 89117
702-462-5786

William Atha - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8660

Richard Blanco

714-924-3750

Tahoe Rim Wealth Advisors

4131 North Carson Street

Carson City, NV 89706
775-225-9588

GPS Wealth Advisors - Ameriprise Financial Services, LLC

5305 Reno Corporate Dr
Ste 200

Reno, NV 89511
775-853-1503

Edward Jones - Financial Advisor: Michael F Holden

8570 Del Webb Boulevard

Las Vegas, NV 89134
702-360-6568

Rachel Vanhook

949-922-1088

Michael Holcomb - Morgan Stanley

276 Kingsbury Grade

Stateline, NV 89449
775-586-2502

Leah H. Jacobson Schug - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8625

The Fontan Erickson Group - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8335

Peter Lewis - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8340

Matthew Jeannes - Ameriprise Financial Services, LLC

6490 S McCarran Blvd
Ste 32

Reno, NV 89509
775-825-4902

Robert Rueckl - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-982-8621

Allstate Personal Financial Representative: Donzie Ford

3415 W Craig Rd
Ste 201

North Las Vegas, NV 89032
702-350-1116

Gregory Townsend - Ameriprise Financial Services, LLC

7477 W Lake Mead Blvd
Ste 110

Las Vegas, NV 89128
702-534-7502

Kenneth N Bickford Jr - Ameriprise Financial Services, LLC

5305 Reno Corporate Dr
Ste 200

Reno, NV 89511
775-853-1503

Richard Starch - UBS Financial Services Inc.

6900 South McCarran Boulevard
Suite 1020

Reno, NV 89509
916-774-7413

Jacklyn Lynch - Ameriprise Financial Services, LLC

5305 Reno Corporate Dr
Ste 200

Reno, NV 89511
775-853-1503

James Sande - Ameriprise Financial Services, LLC

201 W Liberty St
Ste LL2

Reno, NV 89501
775-683-3555

Gary Rosenberg, CFP - UBS Financial Services Inc.

2475 Village View Drive
Suite 150

Henderson, NV 89074
702-567-4182

Shayla Palmer - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8681

Paul Cahoon - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8333

Matthew Fournier - Ameriprise Financial Services, LLC

231 N Buffalo Dr
Ste B

Las Vegas, NV 89145
702-240-7300

Natasha Mihaylov - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8629

William Holland - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2061

Walter Thomas Harroll - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-737-8120

Scott Gross - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-982-8677

Karl Ferazzi - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8372

Donna R Hyatt - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8673

Joel McConnell - Morgan Stanley

905 Railroad Street
Suite 102

Elko, NV 89801
775-748-4500

Chris Norton - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2040

Robert Duffy - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2049

Samuel L Powers IV - Ameriprise Financial Services, Inc.

7251 W Lake Mead Blvd
Ste 210

Las Vegas, NV 89128
702-256-1450

Allstate Personal Financial Representative: Thomas Herber

8880 S Maryland Pkwy
Ste 120

Las Vegas, NV 89123
702-916-3889

Dennis Zansler - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8622

Allstate Personal Financial Representative: Larry Karp

305 N Pecos Rd
Ste C

Henderson, NV 89074
702-461-9613

First Command Financial Advisor - Sabrina Hayes

500 N Rainbow Blvd
Suite 310

Las Vegas, NV 89107
702-800-7466

Renee Langlois - Ameriprise Financial Services, LLC

2495 Village View Dr
Ste 200

Henderson, NV 89074
702-839-6349

Sande Financial Group - Ameriprise Financial Services, LLC

201 W Liberty St
Ste LL2

Reno, NV 89501
775-683-3555

Elaina A Carlson - Ameriprise Financial Services, LLC

9121 W Russell Rd
Ste 214

Las Vegas, NV 89148
702-990-5873

Dudek & Associates - Ameriprise Financial Services, LLC

2470 Saint Rose Pkwy
Ste 204

Henderson, NV 89074
702-938-8080

Morgan Stanley Financial Advisors

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2000

Kenneth Templeton - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-737-8113

C J Bertran - Ameriprise Financial Services, LLC

7477 W Lake Mead Blvd
Ste 110

Las Vegas, NV 89128
702-283-5200

Maryann Tolcidas-Santos

8861 W. Sahara Ave.
Suite 260

Las Vegas, NV 89117
702-899-4346

Edward Jones - Financial Advisor: Ally Johnson

1130 Selmi Drive
Suite 601

Reno, NV 89512
775-355-1100

Edward Jones - Financial Advisor: Adam Saporsky, AAMS"

18116 Wedge Parkway

Reno, NV 89511
775-852-0909

Brittany DiPace, CFP - UBS Financial Services Inc.

2475 Village View Drive
Suite 150

Henderson, NV 89074
702-567-4189

William Radtke, CEP - UBS Financial Services Inc.

6900 South McCarran Boulevard
Suite 1020

Reno, NV 89509
415-954-5919

Barbara Robertson - Ameriprise Financial Services, LLC

10845 Griffith Peak Dr
Ste 690

Las Vegas, NV 89135
702-254-1263

Edgar Manjarrez - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8619

Abundance Wealth Solutions

2831 Saint Rose Parkway
Suite 200

Henderson, NV 89052
702-818-1116

Edward Jones - Financial Advisor: Joseph Lushina, CFP®|AAMS"

1079 S Carson Street

Carson City, NV 89701
775-841-6767

The Sarno Group - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2057

Terry Jackson - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-737-8114

Wise River Advisors - UBS Financial Services Inc.

10801 W Charleston Boulevard
Suite 400

Las Vegas, NV 89135
310-734-2383

Allan Duff & Warren Duff - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8300

Brock Meyers - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-982-8652

Edward Jones - Financial Advisor: Heather L Sabatello

2520 Saint Rose Parkway
Suite 304

Henderson, NV 89074
702-260-9258

MPI Wealth Management - UBS Financial Services Inc.

10801 W Charleston Boulevard
Suite 400

Las Vegas, NV 89135
702-792-3109

Anthony Picozzi - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8321

John A Schuck - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2016

Morgan Stanley Financial Advisors

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8600

J. D. Deming - UBS Financial Services Inc.

6900 South McCarran Boulevard
Suite 1020

Reno, NV 89509
775-789-4023

First Command Financial Advisor - Mark Wilhite

1489 West Warm Springs Rd
Ste 110

Henderson, NV 89014
702-800-7466

Cela Hyatt - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-982-8710

First Command Financial Advisor - Walt Whitnum

500 N Rainbow Blvd
Suite 310

Las Vegas, NV 89107
702-800-7466

The Three Corners Group - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2056

Edward Jones - Financial Advisor: Tiffany Bacon

3080 Vista Blvd
Suite 116

Sparks, NV 89436
775-358-0179

Allstate Personal Financial Representative: Melvin Weinberg

2990 Sunridge Heights Pkwy

Henderson, NV 89052
702-203-3304

Morgan Stanley Financial Advisors

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-228-4083

THE SCHWARZ-O'CONNELL GROUP - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8310

Ethos Wealth Partners - UBS Financial Services Inc.

10801 W Charleston Boulevard
Suite 400

Las Vegas, NV 89135
702-792-3174

Leonard R. Wohletz III - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-982-8644

Patrick Wainscott - Ameriprise Financial Services, LLC

2495 Village View Dr
Ste 200

Henderson, NV 89074
702-360-0400

James Matti - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-737-8101

John C Badwick - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8638

First Command Financial Advisor - Shanna Wexelblatt

1755 E Plumb Lane
Ste 158

Reno, NV 89502
775-851-7500

First Command Financial Advisor - Tommy Alicata

500 N Rainbow Blvd
Suite 310

Las Vegas, NV 89107
702-800-7466

Edward Jones - Financial Advisor: Michael D Haakinson, AAMS"

4620 S Carson St
Suite 5

Carson City, NV 89701
775-245-2237

Annie Chang Evans - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8318

Dannette Trivisonno - UBS Financial Services Inc.

10801 W Charleston Boulevard
Suite 400

Las Vegas, NV 89135
702-792-3127

Alexander Reece - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2074

Brent Sawrie, CFP, CIMA - UBS Financial Services Inc.

6900 South McCarran Boulevard
Suite 1020

Reno, NV 89509
775-789-4005

James Bingham, CIMA - UBS Financial Services Inc.

10801 W Charleston Boulevard
Suite 400

Las Vegas, NV 89135
702-792-3145

First Command Financial Advisor - David Ernst

1755 E Plumb Lane
Ste 266

Reno, NV 89502
775-851-7500

First Command Financial Advisor - David Flippo

500 N Rainbow Blvd
Suite 310

Las Vegas, NV 89107
702-800-7466

Gail G. Brown - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-737-8109

Reno, NV Branch Office - UBS Financial Services Inc.

6900 S. McCarran Boulevard
Suite 1020

Reno, NV 89509
775-323-1641

Clair Lewis - UBS Financial Services Inc.

2475 Village View Drive
Suite 150

Henderson, NV 89074
702-567-4185

Tyler T. Whitten - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-982-8663

Graham Rogney - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
916-984-3334

Christopher Wagner - UBS Financial Services Inc.

6900 South McCarran Boulevard
Suite 1020

Reno, NV 89509
415-954-6821

Geoffrey Lee - Ameriprise Financial Services, LLC

2495 Village View Dr
Ste 200

Henderson, NV 89074
702-360-0400

Allstate Personal Financial Representative: Mark Porcelli

3140 S Durango Dr
Ste 102

Las Vegas, NV 89117
702-595-5689

Strategic Wealth Management Group

322 Karen Avenue
Unit 1101

Las Vegas, NV 89109
702-233-4423

Christopher Mulloy - Ameriprise Financial Services, LLC

500 Damonte Ranch Pkwy
Ste 735

Reno, NV 89521
775-829-7210

Ileana Dominguez, CIMA - UBS Financial Services Inc.

2475 Village View Drive
Suite 150

Henderson, NV 89074
702-567-4174

Scott Chamberlain - UBS Financial Services Inc.

10801 W Charleston Boulevard
Suite 400

Las Vegas, NV 89135
702-792-3101

Jason Garofalo - Ameriprise Financial Services, LLC

10845 Griffith Peak Dr
Ste 690

Las Vegas, NV 89135
702-254-1263

James Motteler - Ameriprise Financial Services, LLC

5520 Kietzke Ln
Ste 430

Reno, NV 89511
775-900-6253

Jonathan B Mirer - Ameriprise Financial Services, LLC

2495 Village View Dr
Ste 200

Henderson, NV 89074
702-839-6307

Frederick R Coons Jr - Ameriprise Financial Services, LLC

1591 Mono Ave

Minden, NV 89423
775-782-6184

Wendy C Giles - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2047

Lynda Schultz - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-737-8111

Stephanie Webb - Ameriprise Financial Services, LLC

606 S 9th St

Las Vegas, NV 89101
702-794-0400

The Maile Group - UBS Financial Services Inc.

10801 W Charleston Boulevard
Suite 400

Las Vegas, NV 89135
702-792-3116

Peak Financial Solutions

519 South Decatur Boulevard

Las Vegas, NV 89107
702-870-7711

Mickey Hart - Ameriprise Financial Services, LLC

2470 Saint Rose Pkwy
Ste 204

Henderson, NV 89074
702-948-0400

Samantha Heers - Ameriprise Financial Services, LLC

709 E Telegraph St

Carson City, NV 89701
775-884-0188

Tatiana Dudek - Ameriprise Financial Services, LLC

2470 Saint Rose Pkwy
Ste 204

Henderson, NV 89074
702-938-8080

Lakely Greaves - Ameriprise Financial Services, LLC

7465 W Lake Mead Blvd
Ste 100

Las Vegas, NV 89128
702-457-9876

Rachel Mendelson

702-677-9789

Michael Yasukawa - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2064

Kent Deaver - UBS Financial Services Inc.

10801 W Charleston Boulevard
Suite 400

Las Vegas, NV 89135
702-792-3106

Mark Sanman - Ameriprise Financial Services, LLC

10161 Park Run Dr
Ste 150

Las Vegas, NV 89145
702-388-1116

Edward Jones - Financial Advisor: Courtney K Robert

754 W Pioneer Blvd
Ste 201

Mesquite, NV 89027
702-346-8700

Edward Jones - Financial Advisor: Jason B Land, ChFC®

475 8th Street

Elko, NV 89801
775-738-8811

Edward Jones - Financial Advisor: Kelli L Tampio

855 Maestro Dr
Suite F

Reno, NV 89511
775-852-5274

San Francisco Equity Compensation Group - UBS Financial Services Inc.

6900 South McCarran Boulevard
Suite 1020

Reno, NV 89509
415-954-5919

Edward Jones - Financial Advisor: Eric Dye, AAMS"

9730 S McCarran Blvd
Ste 2

Reno, NV 89523
775-787-2665

Edward Jones - Financial Advisor: Ian Murdock

246 Dayton Valley Rd
Ste 102-B

Dayton, NV 89403
775-246-3418

Edward Jones - Financial Advisor: Jeramy Woods, AAMS"

9340 Sun City Blvd
Suite 101

Las Vegas, NV 89134
702-221-9222

Edward Jones - Financial Advisor: Rachel L Yelley

6310 Mae Anne Avenue
Suite 2

Reno, NV 89523
775-747-3076

Edward Jones - Financial Advisor: Rachel Morman

534 Lander St

Reno, NV 89509
775-332-2881

Edward Jones - Financial Advisor: Jordan T Vetter

185 Melarkey Street

Winnemucca, NV 89445
775-623-0933

Edward Jones - Financial Advisor: David A Patten, AAMS"|CRPC"

101 East Horizon Drive
Suite D

Henderson, NV 89015
702-566-5590

Edward Jones - Financial Advisor: Doug White Jr

6485 S Rainbow Blvd
Suite 101

Las Vegas, NV 89118
702-270-0105

Edward Jones - Financial Advisor: Anita M Reubens

2190 E Pebble Rd
Suite 110

Las Vegas, NV 89123
702-405-9311

Jessica Kartzinel, CIMA, CEPA - UBS Financial Services Inc.

2475 Village View Drive
Suite 150

Henderson, NV 89074
702-567-4181

Edward Jones - Financial Advisor: Cara L Koeritz

10447 Double R Blvd.
Suite B

Reno, NV 89521
775-853-2868

Edward Jones - Financial Advisor: Megan R Esquivel

6135 Lakeside Dr
Ste 117

Reno, NV 89511
775-448-9703

Edward Jones - Financial Advisor: Neil E Saiz, AAMS"

9650 Gateway Dr
Suite 101

Reno, NV 89521
775-331-3335

Edward Jones - Financial Advisor: Kendra L Wilson, ChFC®

937 Mica Dr
Suite 16 A

Carson City, NV 89705
775-392-4477

Edward Jones - Financial Advisor: Tim Henry

979 Pyramid Way
#109

Sparks, NV 89431
775-358-8759

Edward Jones - Financial Advisor: Stuart D Shipley

1663 Lucerne St
Suite A

Minden, NV 89423
775-782-8280

Warren Duff - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8398

Edward Jones - Financial Advisor: Joel Muller, CRPC"

3005 Skyline Blvd
Ste 120

Reno, NV 89509
775-825-1705

Edward Jones - Financial Advisor: William H Palmer III, AAMS"|CRPC"

720 Robb Dr
Suite 102

Reno, NV 89523
775-787-6200

Edward Jones - Financial Advisor: Scott R Brown

2625 N Green Valley Pkwy
Suite 290

Henderson, NV 89014
702-558-7057

Edward Jones - Financial Advisor: Stuart Rucket

2235 Green Vista
Suite 312

Sparks, NV 89431
775-674-3300

Edward Jones - Financial Advisor: Brian M Farley

135 Isidor Ct
Suite F

Spanish Springs, NV 89441
775-626-8066

Edward Jones - Financial Advisor: Wendell W Whitman

410 Nevada Way
Suite 260

Boulder City, NV 89005
702-294-3050

Edward Jones - Financial Advisor: Sarah Davis

937 Mica Dr
Suite 16 A

Carson City, NV 89705
775-392-4477

Edward Jones - Financial Advisor: Eric S Olson, AAMS"

979 Pyramid Way
#109

Sparks, NV 89431
775-358-8759

Gary Delorenzo - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8663

Edward Jones - Financial Advisor: Ashley J Hicks

8175 S Virginia St
Ste 450

Reno, NV 89511
775-525-5571

Edward Jones - Financial Advisor: Hunter D Drost

298 S Taylor St

Fallon, NV 89406
775-423-8552

First Command Financial Advisor - Javier Vilarchao-CLOSED

500 N Rainbow Blvd
Suite 310

Las Vegas, NV 89107
702-800-7466

Edward Jones - Financial Advisor: Ryan Weberg

5150 Mae Anne Ave
Suite 401

Reno, NV 89523
775-787-9494

Edward Jones - Financial Advisor: Hristo Sotirov

12211 S Eastern Ave
Suite 170

Henderson, NV 89052
702-434-4747

Edward Jones - Financial Advisor: Robert Moretti Jr

740 Del Monte Lane
Ste 14

Reno, NV 89511
775-737-9619

First Command District Advisor - Marco Contreras

500 N Rainbow Blvd
Suite 310

Las Vegas, NV 89107
702-800-7466

Edward Jones - Financial Advisor: Chris Craft

7655 Town Square Ln
Suite 214B

Reno, NV 89523
775-787-2080

Edward Jones - Financial Advisor: John W Spears

200 Ridge Street
Suite 100

Reno, NV 89501
775-323-8800

Edward Jones - Financial Advisor: Ron L Bankofier, CFP®

1577 Third St
Ste 1

Minden, NV 89423
775-782-9102

Edward Jones - Financial Advisor: AJ Hull

1657 Mountain City Hwy
Suite 103

Elko, NV 89801
775-738-3017

Edward Jones - Financial Advisor: Jim Foster, CFP®|ChFC®|CLU®

308 N Curry St
Ste 201

Carson City, NV 89703
775-841-6010

Edward Jones - Financial Advisor: Robbie Tapia

4690 Longley Lane
Suite 18

Reno, NV 89502
775-636-8452

Allstate Personal Financial Representative: Rock Mirich

7810 W Ann Rd
Ste 120

Las Vegas, NV 89149
307-316-4600

Edward Jones - Financial Advisor: Tyler A Cox

689 Sierra Rose Drive
1

Reno, NV 89511
775-827-3399

Edward Jones - Financial Advisor: Brian T Allman, CFP®|CFA®

140 W Huffaker Ln
Suite 507

Reno, NV 89511
775-829-0151

Edward Jones - Financial Advisor: John E Dooley III

3839 N Carson Street
Suite 2

Carson City, NV 89706
775-882-0371

Edward Jones - Financial Advisor: Bill Planeta, AAMS"

305 N Carson Street
Suite 201

Carson City, NV 89701
775-841-6056

Edward Jones - Financial Advisor: David W Barnes

3590 W Plumb Lane
Suite B

Reno, NV 89509
775-857-1866

Edward Jones - Financial Advisor: Jacob Arroyo

3740 Lakeside Drive
Suite 100

Reno, NV 89509
775-825-3788

Edward Jones - Financial Advisor: Jeff Morrow, AAMS®|CRPC®

8175 S Virginia St
Ste 450

Reno, NV 89511
775-525-5571

Edward Jones - Financial Advisor: Lynn Terras

2213 North 5th St
Ste A

Elko, NV 89801
775-738-8925

Edward Jones - Financial Advisor: Andrea M Petersen

1885 South Arlington Ave
Suite 101

Reno, NV 89509
775-322-7018

Edward Jones - Financial Advisor: Jamie A Johnston

1625 Highway 88
Suite 301

Minden, NV 89423
775-265-1083

Edward Jones - Financial Advisor: Douglas J Drost, CFP®

298 S Taylor St

Fallon, NV 89406
775-423-8552

Edward Jones - Financial Advisor: Neil Dela Cruz

5576 S Fort Apache Rd
110 Suite

Las Vegas, NV 89148
702-505-9434

Edward Jones - Financial Advisor: Kyle Wilsey

3640 Mayberry Dr
Suite 103

Reno, NV 89509
775-902-5016

Edward Jones - Financial Advisor: Tara L Bybee

1028 Idaho Street
Suite 120

Elko, NV 89801
775-389-2324

Edward Jones - Financial Advisor: Josh Dowden

10300 West Charleston Blvd
Suite 12

Las Vegas, NV 89135
702-228-9694

Edward Jones - Financial Advisor: Greg Martin

1130 Selmi Drive
Suite 601

Reno, NV 89512
775-355-1100

Edward Jones - Financial Advisor: Will Cornelius

1185 California Ave
Suite F

Reno, NV 89509
775-322-3282

Thomas Melohn, Jr. - UBS Financial Services Inc.

6900 South McCarran Boulevard
Suite 1020

Reno, NV 89509
925-746-0225

Edward Jones - Financial Advisor: Tanya Stringer

7240 W Azure Dr
Ste 135

Las Vegas, NV 89130
702-434-1528

Edward Jones - Financial Advisor: Mike Ashton

604 W Washington Street
Suite F

Carson City, NV 89703
775-882-5566

Edward Jones - Financial Advisor: Jeffrey R Dye

3250 S Hwy 160
Ste 9 A

Pahrump, NV 89048
775-537-6630

Edward Jones - Financial Advisor: Tim Cleveland, ChFC®

1625 Highway 88
Suite 301

Minden, NV 89423
775-265-1083

Edward Jones - Financial Advisor: Michael Nolting

1389 Lampe Drive
Suite 2

Gardnerville, NV 89410
775-364-1592

Edward Jones - Financial Advisor: Tyler J Naki

1663 Lucerne St
Suite A

Minden, NV 89423
775-782-8280

Edward Jones - Financial Advisor: Kaitlin McMullan

2213 North 5th St
Ste A

Elko, NV 89801
775-738-8925

Edward Jones - Financial Advisor: Todd Hauge

1000 N Green Valley Parkway
Suite 500

Henderson, NV 89074
702-450-9683

Edward Jones - Financial Advisor: Brian Ewell

1000 Nevada Way
Suite 102

Boulder City, NV 89005
702-293-2572

Edward Jones - Financial Advisor: Jeanne S Burmeister, AAMS"

4955 S Durango Dr
Suite 112

Las Vegas, NV 89113
702-871-4633

Edward Jones - Financial Advisor: Thomas E Barcia, CFP®

401 Court Street
Suite 204

Reno, NV 89501
775-348-7919

Allstate Personal Financial Representative: Rachel Taylor

2990 Sunrdg Heights Pkwy
Ste 130

Henderson, NV 89052
702-884-4939

First Command Financial Advisor - Zachariah Mercer-CLOSED

500 N Rainbow Blvd
Suite 310

Las Vegas, NV 89107
702-800-7466

Edward Jones - Financial Advisor: Jeremy W Eller, CFP®

10300 West Charleston Blvd
Suite 12

Las Vegas, NV 89135
702-228-9694

Terry Scott - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8670

Las Vegas, NV Branch Office - UBS Financial Services Inc.

10801 W. Charleston Blvd
Suite 400

Las Vegas, NV 89135
800-428-7573

Edward Jones - Financial Advisor: Jacob M Honea

2235 Green Vista
Suite 312

Sparks, NV 89431
775-674-3300

Edward Jones - Financial Advisor: Jennifer N Ramsey

2235 Green Vista
Suite 312

Sparks, NV 89431
775-674-3300

Edward Jones - Financial Advisor: Tim Hatch, AAMS"

469 4th Street

Elko, NV 89801
775-748-5279

Edward Jones - Financial Advisor: Kolio P Kolev

7240 W Azure Dr
Ste 135

Las Vegas, NV 89130
702-434-1528

Edward Jones - Financial Advisor: Arthur Mkhitarian

9440 W Sahara Ave
Ste 130

Las Vegas, NV 89117
702-240-4959

Edward Jones - Financial Advisor: Patricia Krenos, AAMS"

8570 Del Webb Boulevard

Las Vegas, NV 89134
702-360-6568

Chad Clem, Bankers Life Securities Financial Representative

4175 S Riley St
Ste 205

Las Vegas, NV 89147
702-873-1385

Edward Jones - Financial Advisor: Mike Miller, AAMS"

1483 U S Hwy 395 N
Suite C

Gardnerville, NV 89410
775-782-4020

Seul Gee Lee-Mitchell - UBS Financial Services Inc.

10801 W Charleston Boulevard
Suite 400

Las Vegas, NV 89135
702-792-3133

Edward Jones - Financial Advisor: Jim Morman, AAMS"

325 Harbour Cove Dr
Ste 221

Sparks, NV 89434
775-353-1039

Edward Jones - Financial Advisor: Edward Woo, AAMS"

895 Roberta Lane
Suite 102

Sparks, NV 89431
775-626-8197

Edward Jones - Financial Advisor: Adam T Wilson, AAMS"

3080 Vista Blvd
Suite 116

Sparks, NV 89436
775-358-0179

Edward Jones - Financial Advisor: Greg Gonzalez, AAMS"

595 College Drive
Suite B

Henderson, NV 89015
702-566-1245

Edward Jones - Financial Advisor: Ellen Guerra, AAMS"

10620 Southern Highlands Pkwy
Suite 130

Las Vegas, NV 89141
702-448-4320

Allstate Personal Financial Representative: Marty Martinez

1291 Galleria Dr
Ste 125

Henderson, NV 89014
702-860-6694

Edward Jones - Financial Advisor: John M Merkouris

844 W Nye Lane
Suite 204

Carson City, NV 89703
775-882-6070

Green Financial Strategies Group

50 W. Liberty Street
Suite 500

Reno, NV 89501
775-322-2100

Edward Jones - Financial Advisor: Michael Baumgardner

2298 W Horizon Ridge Parkway
Suite 111

Henderson, NV 89052
702-263-4886

Allstate Personal Financial Representative: Ian Hughes

1055 W Moana Ln
Ste 102

Reno, NV 89509
775-828-9834

Edward Jones - Financial Advisor: Alex Lepe, AAMS"

3886 A Mayberry Drive

Reno, NV 89519
775-747-5500

Edward Jones - Financial Advisor: John E Boyd, AAMS"

4795 Caughlin Parkway
Ste 210

Reno, NV 89519
775-329-4646

Cadence Wealth Management - UBS Financial Services Inc.

2475 Village View Drive
Suite 150

Henderson, NV 89074
702-567-4181

Daniel Beheshti, CIMA®, CPWA® - UBS Financial Services Inc.

10801 W Charleston Boulevard
Suite 400

Las Vegas, NV 89135
702-792-3138

Russell J. Cory Jr., CEPA - UBS Financial Services Inc.

6900 South McCarran Boulevard
Suite 1020

Reno, NV 89509
775-789-4035

Edward Jones - Financial Advisor: Dan Dooley, AAMS"

534 Lander St

Reno, NV 89509
775-332-2881

Edward Jones - Financial Advisor: Jennifer Rust

412 East Musser Street
Suite 1

Carson City, NV 89701
775-883-1444

Edward Jones - Financial Advisor: Bryan M Pumphrey, AAMS"

1975 Village Center Cir
#150

Las Vegas, NV 89134
702-254-0080

Edward Jones - Financial Advisor: Michael S Frauenknecht, CFP®|CIMA®

5255 Longley Ln
Ste 115

Reno, NV 89511
775-825-2901

Edward Jones - Financial Advisor: Jacqueline E Garol, AAMS"

3590 W Plumb Lane
Suite B

Reno, NV 89509
775-857-1866

Edward Jones - Financial Advisor: Yunna Cheung, AAMS"

9750 Covington Cross Drive
Suite 190

Las Vegas, NV 89144
702-341-0418

Edward Jones - Financial Advisor: Michael L Marinaro, AAMS"

1770 W Horizon Ridge Pkwy
Ste 140

Henderson, NV 89012
702-270-2238

Ethos Wealth Advisors - UBS Financial Services Inc.

10801 W Charleston Boulevard
Suite 400

Las Vegas, NV 89135
702-792-3101

Allstate Personal Financial Representative: Artes Jerus

2375 S Jones Blvd
Ste 18

Las Vegas, NV 89146
702-738-8029

Allstate Personal Financial Representative: Juliana Hart

2955 Vista Blvd
Ste 103

Sparks, NV 89434
775-750-9680

Edward Jones - Financial Advisor: Derrick P Martinez, AAMS"

754 W Pioneer Blvd
Ste 201

Mesquite, NV 89027
702-346-8700

Allstate Personal Financial Representative: Ted Engberg

780 Baring Blvd

Sparks, NV 89434
925-963-5710

Edward Jones - Financial Advisor: Walt Vetter

185 Melarkey Street

Winnemucca, NV 89445
775-623-0933

Edward Jones - Financial Advisor: Bryce Bohlander, CFP®|CPWA®

9650 Gateway Drive
Suite 101

Reno, NV 89521
775-852-8801

First Command Financial Advisor - Summer Pech

500 N Rainbow Blvd
Suite 310

Las Vegas, NV 89107
702-800-7466

Klinger Quan Group - UBS Financial Services Inc.

937 Tahoe Blvd
2nd Floor

Incline Village, NV 89451
415-805-3169

Edward Jones - Financial Advisor: Dana Uken

604 W Washington Street
Suite F

Carson City, NV 89703
775-882-5566

Edward Jones - Financial Advisor: Erin K Childs, AAMS"

2571 Anthem Village Dr
Ste 3

Henderson, NV 89052
702-260-3005

Allstate Personal Financial Representative: John Cleveland

1000 N Grn Valley Pkwy
Ste 450

Henderson, NV 89074
702-234-6272

Jana Reddick - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8311

Ryan R. Hyslop - Morgan Stanley

276 Kingsbury Grade

Stateline, NV 89449
775-586-2512

Nicholas C Frank - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8678

Leonard Remington - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-982-8602

Brittany Surina - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8660

Troy Pinkelman - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2014

Craig Miller - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-737-8138

Jon Erickson - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8335

Kurt Neddenriep - Morgan Stanley

905 Railroad Street
Suite 102

Elko, NV 89801
775-748-4513

Ryan William Gilbrech - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-982-8619

Tony Maldonado - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8634

Anthony D. Puckett - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-982-8611

Tricia Fontan - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8377

Ryan L Adamson - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8677

Paolo Maressa-Yamamoto - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-737-8180

Ben Sloves - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8616

Teng Dante

4974 S. Rainbow
#135

Las Vegas, NV 89118
702-534-7808

Allan Duff - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8300

Violeta Sotelo

8861 W. Sahara Ave.
Suite 260

Las Vegas, NV 89117
702-899-4346

Dan Anderson - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-737-8153

Christine Tsao

9205 W Russell Rd.
Bldg 3, Suite 240, Office 255

Las Vegas, NV 89148
702-608-8868

* Additional advisor listing is provided in partnership with Yext

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Frequently Asked Questions

Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Shoul