Montee Sneed

CEO, CFP®

montee@caledonianfinancial.com

Montee Sneed is currently the CEO and a Certified Financial Planner with Caledonian Financial. He has over four decades 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 Anne. Together 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 attends Cornerstone Covenant Global Methodist Church.

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.

Montee's Reading RoomAs an avid reader, Montee is frequently asked about his reading list, recommendations, and books to avoid.

Learn more in Montee’s Reading Room.

Credentials

  • Certified Financial Planner
  • Chartered Retirement Planning Counselor
  • Chartered Mutual Fund Counselor
Community service

Boy Scouts

  • Board of Directors – Middle Tennessee Council Executive Board (BSA) (2000-2024)
  • Unit Commissioner and Chartered Org. Rep. for Boy Scouts of America (1986-)
  • The Silver Beaver Award (MTC) (2016)
  • V. P. of Operations – Western Service Area (MTC – BSA) (2015)
  • Shepherd Church (United Methodist Church) (2015)
  • Bishop’s Award – Troop 114 (United Methodist Church) (2011)
  • Tennessee Conference Coordinator for Scouting (2010-2014)
  • Daniel Carter Beard Masonic Scouter Award (2009)
  • The Torch Award (United Methodist Church) (2008)
  • The Cross and Flame Award (United Methodist Church (2007)
  • Long Rifle Award (Boy Scouts of America) (2005)
  •  Cubmaster – Pack 369 (1998)

   Kiwanis International 

  • KT District Foundation Chairman (2024-2025)
  • Kentucky-Tennessee District Vice Governor (2024-2025)
  • Blechman Fellowship (2024)
  • Ted Osborn Fellow (2024)
  • Chairman-Human and Spiritual Values (1999-2023)
  • KT District-Bo’s Buccaneer (2023)
  • Perfect Attendance (31 years)
  • George Hixon-Diamond Fellow (2020)
  • Centennial Member (2015)
  • Walter Zeller Fellow (2014)
  • Distinguished Member (2014)
  • Reactivated Cox Middle School Builders Club (75 New Members) (1999)
  • Reactivated Whitthorne Middle School Builders Club (109 New Members) (1999)
  • George Hixson Fellow (1997)
  • Kentucky/Tennessee District Chairman for Youth Services (1997)
  • Founded Spring Hill Kiwanis Club (1994)
  • Kentucky/Tennessee Lt. Governor (Distinguished) (1994)
  • President of Maury County Kiwanis Club (Distinguished) (1986)

Masonic Lodge

  • Master Mason, Royal Arch Mason, Order of Knights Templar
  • Scottish Rite, Knights of St. Andrew, Knight Masons, Royal Order of Scotland
  • Excellent Chief (2013)

Past Activities

  • Chairman, Columbia Main Street (2023)
  • State of Tennessee Colonel aide-de-camp (2021)
  • Maury County Historical Society Individual Award (2018)
  • The Silver Beaver Award (BSA) (2016)
  • Society of John Wesley (UMC) (2016)
  • Columbia Historic Zoning Commission (2012-2013)
  • Board of Directors (2012) Columbia Main Street (1996-)
  • BSA District Commissioner (2012) Duck River District (2020-)
  • Columbia Main Street Chairman (2012-2014)
  • Tennessee Conference Coordinator for Scouting (UMC) (2010-2014)
  • President – United Methodist Men (Columbia) (2010-2012)
  • Daniel Carter Beard Masonic Scouter Award (2009)
  • The Torch Award (United Methodist Church) (2008)
  • The Cross and Flame Award (United Methodist Church) (2007)
  • Long Rifle Award (Boy Scouts of America) (2005)
  • President – Central High School Academic Boosters (2005-2008)
  • Walk to Emmaus #137 (2004)
  • Graduate – Leadership Middle Tennessee (Class of 2003)
  • President – United Methodist Men (Columbia) (2002)
  • Chairman of the Board, Columbia Main Street (1999-2003)
  • Cubmaster – Pack 369 (1998)
  • President – Joseph Brown Elementary PTA (1992,1997)
  • Chairman of the Board, TN Vocational Training Center (1996-1998)
  • Spirit of United Way Award (1995)
  • Disciple Program (United Methodist Church) (1994)
  • Vice President – Maury County Chamber of Commerce (1992)
  • Drive Chairman – United Way of Maury County (1991)
  • Graduate of Leadership Tennessee (1990)
  • Fund Drive Chairman – YMCA (1990)
  • Graduate of Leadership Maury (Maury County, TN) (1989)
  • Graduate of Missouri State University (Class of 1976)