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Our financial advice team


Brian White, Private Wealth Advisor serving the Melville, NY area - Ameriprise Advisors

Brian White

CFP®, CRPC®

Private Wealth Advisor

Managing Director
Siena Wealth Advisory Group
18
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
  • Saving for Education

Interests

  • Traveling
  • Baseball
  • Football
  • Spending time with family and friends

Awards & recognition

  • Siena Wealth Advisory Group, Ameriprise Client Experience Award, 2020 - 2021
  • On Wall Street’s Top 40 Advisors Under 40 , 2019, 2020
  • Forbes Best-in-State Wealth Advisors, 2021-2022
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Forbes Top Next-Generation Wealth Advisors, 2018, 2021
  • Ameriprise Circle of Success, 2012-2021
  • Financial Planning 40 Regional Advisors Under 40 Award, 2022

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • RICP® Retirement Income Certified Professional®

Education

  • BS, Business Finance, Adelphi University, Garden City, NY

Community participation

  • Long Island Advancement of Small Business, Board Member
  • Long Island Connects, President
  • Right Start Foundation, Board Member