David Monsees
Wealth Advisor

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David is a dedicated Wealth Advisor, based in the Beacon Pointe Redmond office, who excels in providing outstanding support and services to both clients and team members. He brings enthusiasm and a deep passion for helping clients achieve their financial goals, consistently going above and beyond in his role. Beginning his career in the financial industry in 2020 after serving 10 years in the Navy as a submarine officer and another two years with the Navy Reserves, David brings a problem-solving mentality with close attention to detail. David grew up in North Carolina and earned his Bachelor of Science from North Carolina State University. David lived in Washington from 2016 to 2017, when he was on staff with a Navy Destroyer Squadron based out of Everett and moved back permanently in late 2019, bringing his wife and their dog. Outside of the office, David enjoys spending time outdoors, hiking and skiing, and is involved in volunteering through his local church.