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Scott M Miller, Private Wealth Advisor serving the Boca Raton, FL area - Ameriprise Advisors

Scott M Miller

CFP®, CLU®, APMA, AAMS

Private Wealth Advisor

Co-Founder of
Camelot Wealth Management Partners

An Ameriprise Private Wealth Advisor

36
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

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CLU® Chartered Life Underwriter®
  • APMA™ Accredited Portfolio Management Advisor™
  • AAMS™ Accredited Asset Management Specialist™
  • Series 7
  • Series 65
  • Series 24
  • Series 63
  • Series 215 Life , Health, and variable annuity State of Florida

Education

  • University of MA @Amherst BA Finance Class of 1987
  • The American College -CLU Class of 1994
  • The College of Financial Planning-CFP Class of 1992

Awards & recognition

  • Ameriprise Circle of Success, 2010-2024
  • Ameriprise Diamond Ring Club, 2015
  • Camelot Wealth Management Partners, Ameriprise Client Experience Award, 2020-2023
  • Ameriprise Ultimate Digital Excellence Award, 2024
  • Forbes Best-in-State Wealth Advisors, 2020-2023

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

I am actively involved in the South Florida community. I have lived in South Florida almost for the past 23 years. Have been a member of Junior Achievement, The Delray Beach Chamber of Commerce, West Boca Basketball, West Boca Football.

Interests

  • Love all sports
  • Patriots, Red Soxs, Celtics, and Heat Fan (Born in Boston)
  • I spend most of my free time with my three children: Evan (age 25), Cameron (age 22) and Milly (age 2)
  • I work out daily because without health there is less wealth
  • Boating
  • Investing back in my community
  • Fishing
  • Running
  • Foodie