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David Monsees is listed as Wealth Advisor | Passionately helping families reach their financial goals | Submarine Officer (Veteran) at Beacon Pointe, a company with 186 employees, based in Greater Seattle Area, United States, United States. AeroLeads shows a matched LinkedIn profile for David Monsees.
David Monsees previously worked as Wealth Advisor at Beacon Pointe and Support Advisor at Joslin Capital Advisors, Llc. David Monsees holds Bachelor Of Science - Bs, Electrical Engineering from North Carolina State University.
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I spent 9 years serving as a submarine officer in the United States Navy. My career spanned multiple disciplines to include submarine nuclear power plant operations, submarine military operations, quality assurance program management, carrier strike group operations, staff and team training, and diplomatic relations involved with the US strategic nuclear enterprise. I believe that every person deserves the chance to succeed professionally and financially, and I have a passion for coaching and mentoring those who desire to achieve their financial goals through cash management, risk management, and wealth management to ensure they have the greatest chance of success.
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Washington, United States
On June 1, 2024, Joslin Capital Advisors LLC joined Beacon Pointe Advisors. Beacon Pointe Advisors is a registered investment advisory firm that takes a comprehensive approach to helping endowments and foundations, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full service financial.
Provide support to Lead Advisors in assisting clients with their investment portfolios and financial planning. Actively pursuing a CFP designation.
Oak Harbor, Washington, United States
I have the privilege of working with families to help them in identifying their financial goals and giving them the coaching and support to achieve them in their lifetime, while ensuring they have an understanding of the military benefits that are available. I am a fiduciary investment advisor representative and registered representative of a broker.
Travis AFB, CA
United States Representative in diplomatic relations with the Russian Federation on the New Strategic Arms Reduction Treaty (New START). Directing negotions and arms verification with a ten person team that escorts Russian diplomats around strategic Nuclear Weapons Facilities throughout the western United States, ensuring their diplomatic rights while.
Naval Station Everett, WA
Other employees you can reach at beaconpointe.com. View company contacts for 186 employees →
Julia C.
Colleague at Beacon Pointe
Phoenix, Arizona, United States, United States
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Brad Mann, Jd, Qpfc
Colleague at Beacon Pointe
Greensboro--Winston-Salem--High Point Area, United States
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J.L. Hurt
Colleague at Beacon Pointe
Winter Park, Florida, United States, United States
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Lance Wexler
Colleague at Beacon Pointe
Santa Cruz, California, United States, United States
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Carlos Diaz Montoya
Colleague at Beacon Pointe
Denver Metropolitan Area, United States
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Sydney Wilson
Colleague at Beacon Pointe
Lake Elmo, Minnesota, United States, United States
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Michael D.
Colleague at Beacon Pointe
Portola Valley, California, United States, United States
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Tammie Mark
Colleague at Beacon Pointe
San Francisco Bay Area, United States
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Jennifer Beyl-Lee, Cfp®
Colleague at Beacon Pointe
Greater Minneapolis-St. Paul Area, United States
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Stephen Ford
Colleague at Beacon Pointe
Charlotte, North Carolina, United States, United States
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David Monsees works for Beacon Pointe.
David Monsees is listed as Wealth Advisor | Passionately helping families reach their financial goals | Submarine Officer (Veteran) at Beacon Pointe.
David Monsees is based in Greater Seattle Area, United States, United States while working with Beacon Pointe.
David Monsees has worked for Beacon Pointe, Joslin Capital Advisors, Llc, Us Navy Reserves, First Command Financial Services, Inc., and Defense Threat Reduction Agency.
David Monsees's colleagues at Beacon Pointe include Julia C., Brad Mann, Jd, Qpfc, J.L. Hurt, Lance Wexler, and Carlos Diaz Montoya.
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David Monsees holds Bachelor Of Science - Bs, Electrical Engineering from North Carolina State University.
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