William H. Leete, Jr.


bill-leete

Certified Financial Planner and Financial Advisor

Bill joined Monte Financial Group, LLC in March 2016 as a Certified Financial Planner and Financial Advisor with 15 years of experience helping clients and their families meet their financial goals. As a member of our team, Bill will help formulate and implement client wealth management strategies by providing a comprehensive review of client’s financial objectives. Bill’s experience will broaden our ability to deliver individualized, fully integrated, tailored solutions and monitor/modify our client’s strategies as they move through major life changes.

We are very excited to have Bill as a member of our team. Bill thrives at building long-term client relationships which fits very well with our business model and our role as a fiduciary to our clients. Bill embraces critical thinking on behalf of clients and is looking forward to continuing to help clients solve personal challenges.

Bill is a 1993 graduate of the University of Connecticut School of Business. He achieved his CFP® designation from the College for Financial Planning in 2008. He is a member of the Financial Planning Association.

A lifelong resident of the Connecticut shoreline, Bill enjoys spending time with his wife Tara and their three children.