Montee Sneed

  CEO, CFP®

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 42 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.

Download bio in PDF format

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 PDF Format
  • Board of Directors – Middle Tennessee Council Executive Board (BSA)
  • Unit Commissioner and Chartered Org. Rep. for Boy Scouts of America
  • 2016 The Silver Beaver Award (MTC)
  • 2015 V. P. of Operations – Western Service Area (MTL – BSA)
  • 2015 Shepherd Church (United Methodist Church)
  • 2011 Bishop’s Award – Troop 114 (United Methodist Church)
  • 2010 Tennessee Conference Coordinator for Scouting (4 Years)
  • 2009 Daniel Carter Beard Masonic Scouter Award
  • 2008 The Torch Award (United Methodist Church)
  • 2007 The Cross and Flame Award (United Methodist Church)
  • 2005 Long Rifle Award (Boy Scouts of America)
  • 1998 Cubmaster – Pack 369
Columbia Kiwanis Club PDF Format
  • Chairman – Human & Spiritual Values Committee
  • 2015 Centennial Member – Kiwanis International
  • 2014 Walter Zeller Fellow – Kiwanis International
  • 2014 Distinguished Member – Kiwanis International
  • 1999 Reactivated Cox Middle School Builders Club (75 New Members)
  • 1999 Reactivated Whitthorne Middle School Builders Club (109 New Members)
  • 1997 George Hixson Fellow – Kiwanis International
  • 1997 Kentucky/Tennessee District Chairman for Youth Services
  • 1994 Founded Spring Hill Kiwanis Club
  • 1994 Kentucky/Tennessee Lt. Governor (Distinguished)
  • 1986 President of Maury County Kiwanis Club (Distinguished)
Masonic Lodge
  • Master Mason, Royal Arch Mason, Order of Knights Templar, Knight Masons
  • Scottish Rite, Knights of St. Andrew, Knight Masons, Royal Order of Scotland
Past Activities PDF Format
  • 2016 The Silver Beaver Award
  • 2016 Society of John Wesley (UMC)
  • 2014 Walter Zeller Fellow – Kiwanis International
  • 2013 Excellent Chief – Knight Masons
  • 2012 Columbia Historic Zoning Commission (11 years)
  • 2012 Board of Directors – Columbia Main Street (26 years)
  • 2012 BSA District Commissioner – Duck River District (4 years)
  • 2012 Columbia Main Street Chairman (2 years)
  • 2010 Tennessee Conference Coordinator for Scouting (4 years)
  • 2010 President – United Methodist Men (Columbia) (2 years)
  • 2009 Daniel Carter Beard Masonic Scouter Award
  • 2008 The Torch Award (United Methodist Church)
  • 2007 The Cross and Flame Award (United Methodist Church)
  • 2005 Long Rifle Award (Boy Scouts of America)
  • 2005 President – Central High School Academic Boosters (3 years)
  • 2004 Walk to Emmaus #137
  • 2003 Graduate – Leadership Middle Tennessee
  • 2002 President – United Methodist Men (Columbia)
  • 1999 Chairman of the Board, Columbia Main Street (4 years)
  • 1998 Cubmaster – Pack 369
  • 1997 George Hixon Fellow (Kiwanis International)
  • 1997 President – Joseph Brown Elementary PTA
  • 1996 Chairman of the Board, TN Vocational Training Center (2 years)
  • 1995 Spirit of United Way Award
  • 1994 Disciple Program (United Methodist Church)
  • 1992 Vice President – Maury County Chamber of Commerce
  • 1992 President – Joseph Brown Elementary PTA
  • 1991 Drive Chairman – United Way of Maury County
  • 1990 Graduate of Leadership Tennessee
  • 1990 Fund Drive Chairman – YMCA
  • 1989 Graduate of Leadership Maury (Maury County, TN)
  • 1976 Graduate of Missouri State University