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Armstrong Speaks on Digital Strategy Panel at Barron’s Top Advisory Teams Summit


Monument Wealth Management’s David B. Armstrong, CFA was a featured presenter on the “Enhance Your Digital & Social Media Strategy” panel at Barron’s 2017 Top Advisory Teams Summit, which took place in Las Vegas, NV from February 8th to the 10th.

Barron’s Top Advisory Teams Summit is an invite-only conference of financial advisory teams that focuses on the areas of Team Management, Business Development, Financial Planning and Relationship Management.

Armstrong was honored to be selected by Barron’s to help facilitate the digital and social media strategy discussion and Q&A at the prestigious conference. The discussion covered the topics of digital brand building, improving communications and enhancing team efficiency through the use of new digital tools, services and vendors.

“It’s always a pleasure to work with other top advisors and teams across the country to share ideas, learn what’s working and what’s not working for other teams, and bring back new initiatives to better our firm,” says Monument’s President and Co-Founder, Dean Catino, who attended the event.

Armstrong has presented at several Barron’s Top Independent Advisors Summits in the past in the areas of social media, corporate culture and Salesforce, and has spoken at a variety of other conferences over the years. Armstrong and the Monument Wealth Management Team continue to seek out and accept invitations for conferences, studies, and article features, to share all that they have learned from their experiences.

About Monument Wealth Management

Monument Wealth Management is a financial advisory firm that helps accomplished entrepreneurs, executives and other high-net-worth individuals transition to a life of long-term financial independence and wealth defined on their own terms. Based in Alexandria, Virginia, Monument supports clients throughout the entire wealth creation and preservation cycle, and serves as a partner, advocate and advisor during all aspects and phases of their journey.

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