In this episode, Brock talks with David Armstrong.
Dave is a former Marine Corps Officer, a private wealth manager, sits on the board of PB Abbate, and a fellow podcaster. Dave recounts the story of the details surrounding his early years leading to joining the Marine Corps and how formative that was for him early on. We hear how he found finance and went on to build his own wealth management firm which is now approaching 500 million dollars in AUM. He spends some time talking about how to differentiate your offering in the financial services space, all lessons that can be widely applied across businesses. We also get to talk about our extracurriculars including how he came to join the board of PB Abbate and his thoughts on direction for his podcast, Moments in Leadership.
Reach out to and follow along with Dave:
Email: themiloffice@gmail.com
Monument Wealth Management: https://monumentwealthmanagement.com/
MIL Website: https://www.themiloffice.com/
MIL Podcast: https://podcasts.apple.com/us/podcast/no-one-wants-to-drink-tea-with-me-leading-in-combat/id1547856712?i=1000575348270
MIL Instagram: https://www.instagram.com/themiloffice/
PB Abbate: https://www.pbabbate.org/home-0
--
The Scuttlebutt Podcast - The podcast for service members and veterans building a life outside the military.
The Scuttlebutt Podcast features discussions on lifestyle, careers, business, and resources for service members. Show host, Brock Briggs talks with a special guest from the community committed to helping military members build a successful life, inside and outside the service.
Follow along:
• Episode & transcript: https://www.scuttlebuttpodcast.co/38-building-a-500-million-dollar-wealth-management-firm-with-david-armstrong/
• Brock: https://www.brockbriggs.com/