(804) 282-1238

“Boost the strong, lift the weak, and dance on the edges of life. “

David L. Monday


“Boost the strong, lift the weak, and dance on the edges of life. “


David Monday serves as the Chairman of the Board of Managers for Commonwealth Retirement Advisors. David began his career as a Financial Advisor Trainee with Wheat First Securities and held numerous senior executive roles at Wheat and its successors. At various times, he headed the firm’s Private Client Group, Independent Brokerage Group, Operations and Technology, and Investment Products divisions.

David has been instrumental in training thousands of financial advisors and has spoken to groups across the nation. At age 55, David returned to the classroom at VCU’s MCV campus earning a Master of Science in Gerontology.


  • BS and MS (Gerontology) – Virginia Commonwealth University
  • Graduate – The Executive Program, University of Virginia, Darden School of Business


  • 40+ years

Prior Roles

  • Chief Client Officer, Wells Fargo Advisors
  • President, Wachovia Securities’ Independent Brokerage Group
  • Director and Senior Executive, Wheat First Butcher Singer

Service & Memberships

  • Jewish Family Services (former Director)
  • Bon Air Church (Member)
  • Securities Industry Institute at Wharton (Graduate & former Trustee)
  • Richmond Forum (former Chairman)
  • Greater Richmond United Way Campaign (former Chairman)
  • Dancing Classrooms Greater Richmond (former Director)


David is married to his best friend and college sweetheart, Susan. They have three children, four grandchildren, and a dog named Pepper. In his free time, David enjoys reading, art, travel, and relaxing on the Chesapeake Bay.

Other Team Members