Shoemaker Financial
Paul Monti has extensive experience in financial services and customer relations, currently serving as a Senior New Business Associate at Shoemaker Financial since October 2011, overseeing the processing of various financial products including insurance and annuities. Prior roles include Claims Processor at SpherionAccredo Pharmacy, where responsibilities involved validating patient insurance benefits, and Account Services - Processor II at FTN Financial, focusing on compliance and account accuracy. Early career positions included Ticket Center Clerk at National Bank of Commerce Capital Markets and Mutual Fund Clerk at Morgan Keegan, emphasizing client relations and data management. Paul Monti holds a Bachelor of Business Administration in Finance from The University of Memphis, earned between 1983 and 1988.
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Shoemaker Financial
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Over 40 years ago, a team of individuals came together with a vision of creating a successful and dynamic financial firm. Since then, Shoemaker Financial has flourished by staying true to our mission: “To enable our clients and associates to define and achieve their financial dreams and goals while building relationships that last a lifetime”. Our team of over 130 driven, talented, and experienced professionals pride themselves on doing what’s in the best interest of our clients and are committed to nurturing a professional and connected workplace. Shoemaker Financial’s success is rooted in three core values: Committed to helping our clients improve their long-term financial success, we offer a wide range of quality financial products and the professional advice of qualified financial professionals in the industry. From insurance needs to college funding, retirement or estate planning, we’re committed to helping you accomplish your long-term financial objectives. Headquartered in Germantown, TN, Shoemaker Financial is firmly committed to providing: Expertise: A team of knowledgeable professionals and support staff work together to maximize the resources required to provide you with the best strategies to help you meet your financial needs. Quality Products: We use a thorough, one-on-one process to analyze your unique situation and offer products of lasting value to provide long-term strategies to meet your needs. Excellent Service: We provide consistent, responsive service that’s underscored by the dedication of our staff and our commitment to provide strategies that reflect the best interests of our clients. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.