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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

Camelot Wealth Management Partners
35
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, 2010-2023
  • Ameriprise Diamond Ring Club, 2015
  • Camelot Wealth Management Partners, Ameriprise Client Experience Award, 2020-2023
  • 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

Honored to receive recognition

All of us at Camelot Wealth Management Partners are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Camelot Wealth Management Partners team and the great experience we work so hard to provide for our clients every day.