St. Croix Shontere Wealth Management Group

Owning a business can be a dream come true, but it can also create unique personal financial considerations. With our experience helping small business owners with ongoing advice, we help our clients consider tax strategies, employee benefit and retirement plans, insurance and protection plans, business valuation and succession planning. Using our exclusive Confident Retirement® approach, we offer personalized advice to help them make more confident financial decisions for themselves and their business, today and for the future.


Advisors

Jeremy St Croix, Branch Manager serving the Sarasota, FL area - Ameriprise Advisors

Jeremy St Croix

CFP®, AAMS®, APMA®, CRPC®

Branch Manager

Private Wealth Advisor
Visit Jeremy St Croix's website
Daniel A Shontere, Financial Advisor serving the Sarasota, FL area - Ameriprise Advisors

Daniel A Shontere

CFP®

Financial Advisor

Associate Vice President
Visit Daniel A Shontere's website

Team

Lori Van Zandt

Lori Van Zandt

Client Service Coordinator

Roberta Simpson

Registered Client Service Associate

Qualifications

  • Earned BS degree in Accounting. Have been in the business since 1985. Passed Series 7, 63 and 65 along with Insurance license.

Roles & Responsibilities

  • Will complete new account paperwork or process documentats to update and maintain existing accounts
  • Since I am registered I can enter buy or sell orders if the Advisors are unavailable
  • Can assist you in questions concerning your accounts and/or statements
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