Brian Armstrong

CFP®
Managing Director, Partner & Wealth Advisor

Meet Brian

Brian Armstrong is a Managing Director, Partner & Wealth Advisor based in Bedford, Texas.

Brian first began his career in the financial services industry in 1998 after earning his Bachelor of Science degree from Texas A&M University. Brian’s financial planning experience is focused in the areas of retirement planning and wealth transfer. Brian has worked with employees of large corporations on retirement planning and understanding their retirement benefits. Brian has written and published financial articles for newspapers as a source of financial advice, and has hosted his own podcast titled “To Retirement and Beyond.”

He and his business partner Shawndi Purselley founded their original firm, Armstrong Purselley Wealth Management Group, based upon core values and a client centered approach to their relationships. Of all his business accomplishments, he is most proud of the firm’s stakeholders and their dedication to provide a superior client experience.

In the summer of 2023, Brian formally became a Managing Director, Partner, and Wealth Advisor with Carson Wealth.  The goal of this partnership with Carson Wealth continues to be enhancing a client’s experience and provide the best in transparent investment advice.  Brian has served on the Board of the Longhorn Council, Boy Scouts of America, and is an Eagle Scout himself. He is an active member of StoneWater Church and enjoys spending time with his wife, Angie, and their four children and two grandchildren.

Brian Armstrong is also registered to offer investment advisory services through Cetera Advisor Networks LLC.

 

Qualifications

Education
  • BS Texas A&M University
2. Icon / 2. Decorative / Product / Fee Trades Copy Certifications
  • CFP®

Carson Wealth

2324 Cheek-Sparger Road
Bedford, TX 76021
(817) 952-7260