Welcome

We love what we do every day – putting the pieces of the financial puzzle together into one clear, focused picture for each and every one of our clients.  Building relationships as we do business with people is what makes our work rewarding and worthwhile – the key component of our practice.  The best part of our everyday?  Getting to see clients realize that their dreams are within reach and that their hard work has begun to pay off.  Our goal is to help our clients reach the work-is-optional lifestyle that everyone strives to achieve one day.    By putting our clients first, the Monte Sano Group shares a common goal.   Our team works together like a family - we often volunteer in the community together and can often be found outside of work enjoying the company of our team and their families.  We make every effort to ensure that this connection overflows to our clients.   We want to be there for all of life’s stages and events – servicing the whole family across generations.  We have developed and refined a unique process where every one of our seven members plays a key and integral role in the wealth management life cycle.  Authenticity, loyalty, and commitment are just a few of the values you’ll come to expect when working with the Monte Sano Group.We look forward to working with you. Todd, Lane, Todd, Shelli, Dan, Teri, Terri and Crystal
Services Include
  • Wealth Management1
  • Retirement Planning2
  • Professional Portfolio Management3
  • 401(k) Rollovers
  • Alternative Investments4
  • Wealth Planning5
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

501 Madison St SE
Huntsville, AL 35801
US
Direct:
(256) 533-2150(256) 533-2150
300 Market Street
STE 101
Decatur, AL 35601
US

Meet The Monte Sano Group

About Me

“The most important quality for an investor is temperament, not intellect.  You need a temperament that neither derives great pleasure from being with the crowd or against the crowd.”

 Todd can be reached at 256-552-9450
Securities Agent: TX, AL, WA, VA, TN, SC, PA, OR, OK, OH, NY, NM, NJ, ND, NC, MS, MI, MA, LA, KY, IN, IL, GA, FL, CO, CA, AZ, AR; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1255490

About Me

Lane develops the team’s investment portfolios and monitors client investments, making adjustments as the markets and/or client needs change. He has over 25 years of market and investment experience.

Lane enjoys spending time with his family and 4 daughters.  He is an avid hunter, fisherman and outdoorsman.

 
Lane can be reached at 256-535-2892.
Securities Agent: AL, WA, VA, TX, TN, SC, PA, OR, OK, OH, NY, NM, NJ, ND, NC, MS, MO, MA, LA, KY, IN, IL, GA, FL, DC, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1278604

About Me

Todd works in helping small business owners plan for growth, estate planning, and planned giving strategies.  He has over 25 years of experience in managing client relationships. 

Todd enjoys golf, fishing and furniture restoration.  He lives in Huntsville with his wife Lisa and has 3 grown children and enjoys spending time with his grandson and granddaughter.

 
Todd can be reached at 256-519-4040.
Securities Agent: AL, WI, WA, VA, TX, TN, SC, PA, OR, OK, OH, NY, NM, NJ, ND, NC, MS, MA, LA, KY, IN, IL, GA, FL, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1268466

About Me

"My passion and calling is helping others navigate through life's many transitions."

 Shelli can be reached at 256-552-9443.
Securities Agent: AL, WA, VA, TX, TN, SC, PA, OR, OK, OH, NY, NM, NJ, ND, NC, MS, MA, LA, KY, IN, IL, GA, FL, DC, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 534596

About Me

Building wealth is predicated on taking risk, not avoiding it. A disciplined, reliable and repeatable process by which risk can assessed and managed is imperative in choosing to invest in the face of certain volatility.
Securities Agent: AL, WA, VA, TX, TN, SC, PA, OR, OK, OH, NY, NM, NJ, ND, NC, MS, MA, LA, KY, IN, IL, GA, FL, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1798907

About Me

“I love helping people achieve the outcomes they envision!”

Teri Miller can be reached at 256-535-2884.

About Me

“I am a Master Problem Solver.”  

Terri Sherrill can be reached at 256-535-2887.
 

About Me

"Whether you need me to put out a fire, lend a helping hand, or just have a nice conversation, I’m here to help anytime."

Crystal Buchholz can be reached at 256-535-2880.
From Our Team

Michael Wilson: Monthly Investment Perspectives Webcast


Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
A Parent's Guide to Talking to Your Kids About Money

A Parent's Guide to Talking to Your Kids About Money

Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
Choosing an Environmental Charity

Choosing an Environmental Charity

There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

Mosaic

Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
Make Your Words Memorable

Make Your Words Memorable

Master public speaking with savvy tips from the pros.

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Ready to start a conversation? Contact The Monte Sano Group today.
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1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

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