St. Croix Shontere Wealth Management Group

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for St. Croix Shontere Wealth Management Group
Team photo for St. Croix Shontere Wealth Management Group

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Advisors

Advisor photo for Daniel A Shontere

Daniel A Shontere

CFP®

Financial Advisor

Associate Vice President
Visit Daniel A Shontere's website
Advisor photo for Jeremy St Croix

Jeremy St Croix

CFP®, AAMS, APMA, CRPC

Branch Manager

Private Wealth Advisor
Visit Jeremy St Croix's website


Team

Roberta Simpson

Registered Client Service Associate

Qualifications

  • Earned BS degree in Accounting and then relocated from Pittsburgh to Sarasota.
  • Have been in this business since 1985.
  • Passed Series 7, 63, and 65 and have insurance license.

Roles & Responsibilities

  • Will complete new account paperwork or process documents to update and maintain existing accounts.
  • Since I am registered in all the states that Dan is, I will be able to enter a buy or sell order if he is unavailable.
  • Can assist you in questions concerning your accounts and/or statements.
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Lori Van Zandt

Lori Van Zandt

Client Service Coordinator

Qualifications

  • Have been in the industry as a Client Service and Administrative Assistant

Roles & Responsibilities

  • Will complete new account paperwork or process documents necessary to update and maintain existing accounts.
  • Can assist you with questions concerning your accounts and/or statements.
  • Can assist you in gaining online secure access to your accounts.
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Sandra Hildebrand

Sandra Hildebrand

Registered Operations Leader,

Practice Manager