David Monsees Email & Phone Number

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 planning and research driven investments, and we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth.

Provide support to Lead Advisors in assisting clients with their investment portfolios and financial planning. Actively pursuing a CFP designation.

Redmond, Washington, United States

Greater Seattle Area

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 dealer, as well as an insurance agent.

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 safeguarding strategic assets.

Naval Station Everett, Wa

Operations Supervisor (Plans Officer)• Oversaw the planning and integration of six naval destroyers into all aspects of aircraft carrier strike group operations. This included coordinating ordnance loading and system performance monitoring for six destroyers as well as development of operational plans for strike group deployment operations.Public Affairs Officer• Coordinated the public affairs for the Destroyer Squadron, to include press releases, public tours of ships, changes of command, and the squadron website.