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About NBT Wealth Management

We are a leading provider of personal and business financial advising and solutions, including investments, trusts, insurance, retirement plans and more. We combine the strength and resources of a large, regional bank with the personal service and focused expertise of caring, local advisors. Through this unique combination of sophisticated offerings and consultative service, we can help customers and businesses of all kinds work toward achieving everything that counts.


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  • Orta Joins NBT Wealth Management Leadership Team
    NBT Bank President of Wealth Management Timothy Brenner announced Mickey Orta joined NBT Wealth Management leadership team as Senior Vice President. Learn More
  • Clinton Square Grand Opening
    NBT Bank celebrated the opening of its new downtown Syracuse branch with a ribbon-cutting. Learn More
  • Strive Presentation at Oxford Academy
    During the month of April, students at Oxford Academy incorporated lessons from NBT's Strive® program into its curriculum during Financial Literacy Month. Learn More
  • Scopelianos Joins NBT as SVP and Director
    NBT Bank President of Commercial Banking Sarah Halliday announced Margaret Scopelianos has joined the bank as Senior Vice President and Director of Cash Management and Government Banking. Learn More
  • Voss Added to LPL Council
    Brian Voss, Director of Business Development for NBT Financial Services, a division of NBT Wealth Management, has been named by LPL Financial (LPL) as a new member of the LPL Advisor Council. Learn More
  • Adamchick is New Canajoharie Manager
    NBT Bank Eastern New York Territory Manager Michael Bowker recently announced Kimberli Adamchick has been hired as Branch Manager for the Canajoharie Office. Learn More
  • Grattan Named in Top 100 Advisors
    Sean Grattan was recently recognized as one of the nation’s Top 100 Bank Advisors for 2017 by Bank Investment Consultant (BIC) Learn More
  • King Receives RICP Designation
    Adam King has earned the Retirement Income Certified Professional® designation from the American College of Financial Services. Learn More

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