Brent Armstrong has been a part of the Weatherly crew since 2007 and became a Partner in 2015. He looks forward to continuing the high level of service and sophistication our clients have come to expect. Brent works closely with both current and prospective clients to best understand their financial situation, goals and concerns, in order to address those needs through creating financial plans and implementing investment recommendations. Brent is a key member of the investment committee and applies his security research to construct both new accounts and rebalance client managed accounts. As one of the main traders at WAM, he works in tandem with the other Partners to ensure all accounts
Brent Armstrong
Wealth Management Advisor, Partner
Weatherly Asset Management
United States, California, San Diego
About Me
Profile Information
Wealth Management Advisor, Partner
Weatherly Asset Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
San Diego
California
United States
Sep 16, 2024
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