Relationship Management Officer
Joan has been with Monte Financial Group, LLC since our inception in June 2009. Joan leads our client service department as Relationship Management Officer working closely with clients and their investment custodians in a wide range of servicing needs. Also, Joan draws on her analytical skills to provide strategic analyses of special projects for Monte Financial Group which include senior living solutions and not-for-profit organizations.
Joan is a Certified Senior Advisor (CSA)® and is a member of the Society of Certified Senior Advisors. It reinforces Monte Financial Group’s commitment to provide the highest level of services to our clients and their family members along with our team of financial advisors who provide their investment advice. As a CSA, Joan relies on a network of trusted professionals to help guide seniors when they are faced with senior living decisions.
Joan Monte’s career includes over 25 years in brand marketing with Cadbury Beverages and Snapple Beverage Group. Her professional roles included Director of Snapple Media and Director of Field Marketing for Snapple Beverage Group.
Also, Joan has experience in not-for-profit program administration and development as well as corporate and community relationship building. In 2005, Joan was a manager for the Norwalk, CT Public Schools Mentor Program in partnership with the Norwalk Public School system. In 2007-2008, Joan served the community as Director of the Voluntary Action Center of mid-Fairfield, a program of the Human Services Council, Norwalk, CT.