Susie Montebello Email & Phone Number

Founded in 1977, Huntleigh Securities Corporation has grown to become one of the largest privately held securities brokerage firms in the St. Louis area, and one of the most respected names in the securities business. As a full service securities broker/dealer, Huntleigh has developed its reputation through its commitment to integrity in all products and services offered. We strive to provide unparalleled customer service to lay the foundation for a lasting professional relationship. Here at Huntleigh, we are committed to facilitating the long-term accumulation of wealth for our clients.Over the past 33 years, I’ve had the opportunity to gain experience in a number of different realms within the financial industry. My diverse background in Unit Investment Trust trading, Options trading, and corporate finance provides me with a unique perspective as a financial advisor. I focus on creating a customized portfolio to meet each client’s specific situation. I make it a top priority to understand each client’s specific goals, and create a customized portfolio that will set the financial plan we create in motion to achieve those goals. To ensure that we stay on track as time passes, I like to meet periodically to review and evaluate the performance of each client’s portfolio. I’ve helped plan for a variety of life events including retirement planning, education planning, estate planning, and family wealth management.My husband and I reside in Kirkwood. For the past 15 years, I’ve served on the board of SSM Cardinal Glennon Children’s Hospital Guild - a cause I’m very passionate about. I also enjoy music, playing golf, and cycling. We are currently accepting new clients, and I welcome the opportunity to meet with you to learn about your specific situation. Please contact me by email at smontebello@hntlgh.com or phone at (314) 605-0501. I cannot respond to messages through LinkedIn.For firm disclosures and information, please refer to the link below.

Listed skills include Investments, Financial Advisory, Options, Portfolio Management, and 10 others.