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Our financial advice team


Scott Charboneau, Financial Advisor serving the Tampa, FL area - Ameriprise Advisors

Scott Charboneau

Financial Advisor

Chartered Retirement Planning CounselorSM
Windward Wealth Management
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 11 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Retirement Income Strategies
  • Insurance
  • Women's Financial Strategies

Interests

  • Spending Time With My Family

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Qualifications

  • Series 7 Licensed
  • Series 66 Licensed
  • Life, Health and Variable Annuity Licensed

Education

  • Bachelor's Degree in Business Management, USF 2004
  • St. Thomas Aquinas High School

Previous experience

  • Professional Experience, Ameriprise Financial Services, Inc. 2005 - Present

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