
David Monk
Financial Planning Coordinator and Advisor
David Monk serves as Planning Coordinator and Advisor for Sparta Wealth Partners. David brings financial service experience gained during his prior work at Mass Mutual. While there, he served in Client Services and Comprehensive Financial Planning. David’s passion is ensuring clients maximize their financial potential, leaving no stone unturned.
David earned a bachelor’s degree in Hospitality Management with a minor in Business from East Carolina University in 2018.
Originally from Lexington, North Carolina. David grew up in his family’s restaurant, Lexington Barbecue. His background in hospitality and commitment to putting clients first have become fundamental aspects of his professional approach.
Outside of the office, David can be found spending time with friends and family, traveling, being on the lake, and very avid golfer.