Diastole Wealth Management
45yrs
Top advisor by experience in Guilford
33yrs
William Howard Leete Jr
Financial advisor at Monte Financial Group
At a glance
Experience33 years (since 1993)
How that compares ?Top 11% by experience nationwide
Office30 Long Hill Road, Guilford, CT 06437
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Monte Financial Group
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2016 – nowMonte Financial Group, LLCCurrent firm
- Sep 2014 – Mar 2016Park Avenue Securities LLCPreviously
- 2005 – 2014LPL Financial LLCPreviously
- 2002 – 2005UBS Financial Services Inc.Previously
Questions to ask William
Tailored to William’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call Monte Financial Group at 203-453-6851 and ask for William Howard Leete Jr. William works from the Guilford, CT office.
How long has William been a financial advisor?
William has been in the industry since 1993, about 33 years. Top 11% by experience nationwide.
What licenses does William hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Monte Financial Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask William for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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