Total Wealth Management - Working for YOU

Helping you Grow, 

Manage & Distribute your Wealth

 

      727-771-1200         

   

Celebrating our 20 year anniversary!

est. 1998        

 

                                       

  Unbiased financial advice,

while offering quality choices to our clientele.

 

John Monte, CLU, ChFC


JMI devotes time and energy to understanding our clients' individual financial needs and objectives. We provide unbiased financial advice while offering the most suitable choices to our clients.

John Monte provides you with his years of experience - more than 35 years in the financial industy including 9 years on Wall Street. He is a comprehensive financial advisor.  His financial planning qualifications include the FINRA Series 7, 63 and 66 securities licenses as well as Chartered Life Underwriter (CLU)  and Chartered Financial Consultant (CHFC) professional designations.