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Our financial advice team

Matthew Mandell, Private Wealth Advisor serving the Melville, NY area - Ameriprise Advisors

Matthew Mandell


Private Wealth Advisor

Managing Director
Siena Wealth Advisory Group
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
  • Investments
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Small Business


  • RICP® Retirement Income Certified Professional®


  • Bachelors of Finance, Pennsylvania State University

Awards & recognition

  • AdvisorHub Advisors to Watch (over $1Bil), 2022 - 2023
  • Ameriprise Chairman's Advisory Council, 2022
  • Siena Wealth Advisory Group, Forbes Best-in-State Wealth Management Teams, 2023
  • Forbes Best-in-State Wealth Advisors, 2021-2023
  • Financial Planning 40 Regional Advisors Under 40, 2021 - 2023
  • Forbes Top Next-Generation Wealth Advisors, 2018, 2021
  • Siena Wealth Advisory Group, Ameriprise Client Experience Award, 2020-2021
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2022
  • Long Island Business News Power List: Banking and Finance, 2022
  • Ameriprise Circle of Success, 2012-2021

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.


  • Spending time with my wife Lori, my sons Luke and Myles, and our dog Maverick. Family comes first!
  • Playing golf, tennis, skiing, biking, and doing anything outside. Golf has become my favorite sport by far.
  • Donating my time for various charitable causes that are important to me.
  • I love to cook and I love to eat... finding great new restaurants is a hobby of mine.
  • I love to play guitar and write and record music with my band.
  • Live music anywhere and anytime!
  • Watching Penn State Football, NY Giants, the Yankees, and the Knicks.