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Meet the team

Scott Montenero, Associate Financial Advisor serving the Poughkeepsie, NY area - Ameriprise Advisors

Scott Montenero

Associate Financial Advisor
Birch Hill Wealth Advisors
3
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Cash Flow Management Strategies
  • Charitable Giving Strategies
  • Estate Planning Strategies
  • Family Finances
  • Insurance
  • Investment Management
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Financial Planning for Small Business
  • Social Security Retirement Benefits
  • Tax Planning Strategies

Education

  • Bachelor's in Financial Management at Marist College, Poughkeepsie, NY

Awards & recognition

  • Birch Hill Wealth Advisors, Ameriprise Client Experience Award, 2021 - 2025
  • Birch Hill Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2026

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