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Our financial advice team


Betsy L Billard, Private Wealth Advisor serving the Rye Brook, NY area - Ameriprise Advisors

Betsy L Billard

Private Wealth Advisor

Pell Wealth Partners

An Ameriprise Private Wealth Advisor

28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 5 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Saving for Education
  • Charitable Giving

Education

  • Emerson College
  • Clark University

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2021-2023
  • Forbes Top Women Wealth Advisors, 2020--2021
  • Forbes Best-in-State Women Wealth Advisors, 2022-2023
  • Pell Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2023-2024

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'm a member of the Board of Directors at Caring Kind, an organization that serves the needs of people with Alzheimer's and dementia and their families.

Interests

Travel and more travel.

Reading non-fiction and as many blogs as possible.

Lover of dogs and a strong advocate of animal rescue.

Can be found on a spin bike or working out in my spare time.