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

Matthew Mandell

CFP®, CRPC®

Private Wealth Advisor

Managing Director
Siena Wealth Advisory Group
17
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

Interests

  • Spending time with my wife Lori and my son Luke. 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.

Awards & recognition

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

Qualifications

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

Education

  • Bachelors of Finance, Pennsylvania State University

Community participation

  • Board Member of Huntington Townwide Fund
  • Member of Commack/Kings Park Rotary Club
  • Board member for The Right Start Foundation