COMMITTED TO SERVING YOU
Monticello Wealth Management is wholly owned by Jefferson Bank. Since 1946, Jefferson Bank has operated with an attitude and principles of a Texas family business – because that’s exactly what it is. Jefferson Bank has been a strong part of the South Texas banking community for more than 75 years. It remains independent, locally-owned and ideally structured for convenient, personalized service. Today, the third-generation leadership is represented by A.J. “Jack” Lewis III, Steve C. Lewis and Paul E. McSween III.
Jefferson Bank Senior Leadership

A.J. “Jack” Lewis III, Steve C. Lewis, Paul E. McSween III
Monticello Wealth Management Team

Todd Brockwell
CFA CPA
CFA CPA
President

Dan Slattery
CPA, PFS
CPA, PFS
Senior Advisor

Chris Kardys
Senior Vice President
Strategy and Operations
Strategy and Operations

Kyle Grest
CFA
CFA
Senior Vice President
Senior Investment Adviser
Senior Investment Adviser

Bryan Hutto
CFP®
CFP®
Vice President
Senior Investment Officer
Senior Investment Officer

Miles Fuquay
CFP®
CFP®
Vice President
Investment Officer
Investment Officer

Bella Scanland
Client Services Assistant

Maria Harris
Client Services Assistant