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Our financial advice team


Daniel A Shontere, Financial Advisor serving the Sarasota, FL area - Ameriprise Advisors

Daniel A Shontere

CFP®

Financial Advisor

Associate Vice President
St. Croix Shontere Wealth Management Group
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.8 out of 5 rating based on 18 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Women's Financial Strategies

Interests

  • I have an amazing wife, Kirstin, and 3 incredible daughters
  • We enjoy leading college groups on mission trips to Haiti
  • My family likes to hike the trails of the NC mountains
  • We take advantage of our beautiful white sand Gulf beaches!

Qualifications

  • CERTIFIED FINANCIAL PLANNER PRACTITIONER
  • Series 7 License
  • Series 8 License
  • Series 24 License
  • Series 31 License
  • Series 63 License
  • Series 65 License
  • Life, Health, and Variable Annuity License - FL
  • B.S. in Business Administration - University of Florida

Education

  • BS - Business and Finance, University of Florida, 1993

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Young Life Volunteer 16 years
  • Kingdom Advisors
  • Christian Legacy Foundation Ambassador
  • Christ Presbyterian Church Elder