Armstrong & Catino Among “Elite” Financial Advisors Attending Barron’s Winner’s Circle
David B. Armstrong, CFA And Dean J. Catino, CFP® Among “Elite” Financial Advisors Attending Barron’s Winner’s Circle
ORLANDO, Fla., Aug. 12, 2011 /PRNewswire/ — David B. Armstrong, CFA and Dean J. Catino, CFP® of Monument Wealth Management recently attended the third-annual Barron’s Winner’s Circle Top Independent Advisors Summit, hosted by Barron’smagazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at The Ritz-Carlton, March 23-25 in Orlando, FL.
In addition to attending, David B. Armstrong was one of a select group chosen to speak at the conference. Mr. Armstrong’s presentation, titled ‘Digital Marketing & Social Media: Capitalizing on the Opportunity” which covered the topic of social media usage in wealth management practices, was a huge hit among attendees. Monument Wealth Management is extremely proud of his selection as a speaker.
68 of the Top 100 Independent Financial Advisors in the U.S., as ranked and published in Barron’s August 30, 2010 issue, including those from Monument Wealth Management, were in attendance. This annual ranking is the basis for the Top Independent Advisor’s Summit and the advisors are chosen based on the volume of assets overseen by the advisors and their teams and the quality of the advisors’ practices. The top 100 Independent Advisors are comprised of Registered Independent Advisors and Advisors from Independent Broker Dealers.
This exclusive conference is designed to promote best practices and generate new ideas across the industry. Attendees conducted workshops led by the Top 100 Independent Financial Advisors that explored current issues from business development ideas, managing high-net-worth accounts and families to portfolio management and retirement planning.
Mr. Catino and Mr. Armstrong were two of approximately 300 financial advisors who were either selected by Barron’s or their affiliated firm to participate in the event.
For more information about Barron’s Winner’s Circle conferences, please go to www.barrons.com/conferences.
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Monument Wealth Management is an independent Investment Management and Private Wealth Planning firm in the greaterWashington, D.C. area. At Monument Wealth Management, “We Believe in Being Different.” Our culture is designed to cultivate the creative, deliver the unexpected and celebrate your inspiration. We know that ideas come in all shapes and sizes.
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