Monument Wealth Management’s David B. Armstrong, CFA, Sought After to Speak at Financial Conferences Around the Country.
WASHINGTON, Oct. 28, 2014 /PRNewswire/ — Monument Wealth Management, a financial advisory firm that helps accomplished entrepreneurs transition to a life of long-term financial independence, announced today that Managing Director and Co-Founder,David B. Armstrong, CFA, has recently spoken at numerous financial conferences around the country.
In the past six weeks, Armstrong has presented twice on how to institute firm operations that can help advisors prepare for a regulatory audit at LPL Financial’s RIA Symposium in Austin, Texas. He also spoke about digital marketing at the Money Management Institute’s Fall Solutions Conference held in New York City. Along with presenting, Armstrong attended the LPL Financial Business Leaders Forum in Austin, Texas, the Goldman Sachs 10,000 Small Businesses Program in Boston, MA.
Other conferences that Armstrong has presented at in the past include those held by Barron’s, the Securities Industry and Financial Markets Association, IndexUniverse, Investment Management Consultants Association, and more.
Armstrong loves to learn from other experts in the field, while sharing all that he and his partners, Timothy R. Lee, CFP®, CPWA®, and Dean J. Catino, CFP®, CPWA®, have worked through and learned from since they started their independent firm in 2008.
Just a few recognitions they have received include “Best Places to Work” awards in 2013 and 2014 from the Washington Business Journal, being featured in Research Magazine‘s 2012 article, “A Cool Place to Work,” their 2014 “Small Gem” award fromWashingtonian Magazine, and being named one of the “Top 100 Independent Advisors in America” by Registered Rep. in 2009 and 2010.
David B. 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.
Monument Wealth Management is a financial advisory firm that helps accomplished entrepreneurs transition to a life of long-term financial independence and wealth defined on their own terms. Based in the Washington D.C. area, Monument offers clients unbiased advice, true wealth planning, advocacy and access throughout the wealth creation lifecycle.