David B. Armstrong
David B. Armstrong, CFA is a President and Co-Founder at Monument Wealth Management. Armstrong is the firm's chief investment strategist and portfolio manager and is viewed as an industry leader in several areas including innovative practice management, digital marketing, social media and discretionary asset management.
Monument Wealth Management has been recognized as one of the "Best Places to Work" every single year since 2013 by the Washington Business Journal, a "Small Gem" by Washingtonian Magazine, and was featured in "A Cool Place to Work: How Advisory Firms Are Attracting, Retaining Top Employees" by Research Magazine in 2012.
While profiled in many well-known publications, Armstrong has been a regular contributor to the U.S. News & World Report column, "The Smarter Investor," and is the author of Monument Wealth Management's weekly, award-winning "Off the Wall" Blog and Market Commentary.
Along with features in many well-known publications, Armstrong is a frequent speaker at top industry conferences including Barron's Top Advisor and Top Independent Advisor Summits, SIFMA's Social Media Seminars, MMI's Sales and Marketing Leadership Summits and several LPL Financial conferences.
Topics include "How to build a corporate culture that creates a Best Places to Work", "How to use your CRM to better manage your team and culture", "How to survive an SEC Audit - my lessons learned", "Pivot your marketing - ideas to embrace the digital medium for growth"
David holds an MBA from the University of South Carolina, is a CFA Charterholder and is currently serving as a Lieutenant Colonel in the United States Marine Corps Reserves.
David B. Armstrong, CFA is a President and Co-Founder at Monument Wealth Management. Armstrong is the firm's chief investment strategist and portfolio manager and is viewed as an industry leader in several areas including innovative practice management, digital marketing, social media and discretionary asset management.
Monument Wealth Management has been recognized as one of the "Best Places to Work" every single year since 2013 by the Washington Business Journal, a "Small Gem" by Washingtonian Magazine, and was featured in "A Cool Place to Work: How Advisory Firms Are Attracting, Retaining Top Employees" by Research Magazine in 2012.
While profiled in many well-known publications, Armstrong has been a regular contributor to the U.S. News & World Report column, "The Smarter Investor," and is the author of Monument Wealth Management's weekly, award-winning "Off the Wall" Blog and Market Commentary.
Along with features in many well-known publications, Armstrong is a frequent speaker at top industry conferences including Barron's Top Advisor and Top Independent Advisor Summits, SIFMA's Social Media Seminars, MMI's Sales and Marketing Leadership Summits and several LPL Financial conferences.
Topics include "How to build a corporate culture that creates a Best Places to Work", "How to use your CRM to better manage your team and culture", "How to survive an SEC Audit - my lessons learned", "Pivot your marketing - ideas to embrace the digital medium for growth"
David holds an MBA from the University of South Carolina, is a CFA Charterholder and is currently serving as a Lieutenant Colonel in the United States Marine Corps Reserves.
