Diane Armstrong, CPA, CFP

Diane Armstrong is a business owner, financial and investment advisor, and board trustee, with 38 years of experience in the financial services industry.

Ms. Armstrong currently serves as independent trustee and Chair for the Boston Trust Walden Funds.   The fund complex consists of 10 funds including US equity, balanced, international, and social governance funds.  Current assets exceed $4 billion. 

Diane is a CFP® practitioner and a CPA.

Diane began her career in compliance and banking at Bank One (now JPMorgan Chase) including serving in leadership roles as Audit Director for Banc One Corporation and Director of Portfolio Management for Banc One Investment Advisors. She is recognized for evaluating systems and processes with a diagnostic eye and making them more efficient. 

After working in a variety of financial service arenas including banks and large wealth management firms, Ms. Armstrong started Armstrong Financial Services a wealth management and family office practice that provides financial advisory and investment management services to high-net-worth clients.

Diane has served on several non-profit boards throughout her career including the Financial Planning Association at both local and national levels.

Armstrong currently resides in St. Augustine Beach, Florida with her husband Mark.