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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

John Monte, CLU, ChFC


(727) 771-1200

(727) 771-6088

John Monte provides you with his years of experience - more than 40 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.