Montee Sneed
CEO, CFP®

931-388-7171
877-388-7171 toll free
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Montee Sneed

Montee Sneed is currently the CEO and a Certified Financial Planner with Caledonian Financial. He has thirty plus years of experience assisting and advising clients with their investment decisions. His certifications include Certified Financial Planner, Chartered Retirement Planning Counselor and Chartered Mutual Fund Counselor.

Montee was born in Carthage, Missouri. In 1976 he graduated from Missouri State University with a Business Management degree (with Economics Emphasis) and married his wife of now 39 years, Anne. They raised two children, Alice and Thomas, in Columbia. Montee is very active in the community, serving on several boards, active in Boy Scouts, Kiwanis, Central High School activities, Masonic Lodge, and First United Methodist Church where he sings in the Chancel Choir and is the Church Historian.

Adding value as an advisor is important in this complicated world. Montee considers as his specialty, history of economic thought. That discipline requires attention to history, political thought and socio-economic trends.

Credentials
Certified Financial Planner
Chartered Retirement Planning Counselor
Chartered Mutual Fund Counselor
You may check the background of this individual broker on FINRA's BrokerCheck at: http://brokercheck.finra.org/ or there is a direct link on our research page.

Community Service
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