Kevin Monroe is a wealth management financial advisor based in Raleigh, NC.

Kevin joined CAPTRUST in 2003 as a senior financial advisor and is responsible for providing comprehensive wealth management and retirement advisory services to professional athletes and high-net-worth investors. Prior to joining the firm, Kevin served as a financial advisor at AXA Advisors and First Union Securities and has worked in the industry since 2000.

Education

Bachelor of Science degree in business administration from East Carolina University
Master of Business Administration degree from East Carolina University

Memberships

Business Advisory Counsel, East Carolina University
Foundation Board, East Carolina University

Awards & Recognition

CAPTRUST Community Service Brick Award | 2004 and 2011
CAPTRUST Step Up Award | 2020

Raleigh, NC

4208 Six Forks Rd #1700
Raleigh, NC 27609

919.870.6822

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Video

Understanding ESG Investing

Environmental, social, and governance (ESG) investing has grown in popularity in recent years. For individual investors, ESG investing is about aligning your values with your dollars by using a non-financial lens to evaluate the companies you invest in. Join CAPTRUST as we highlight the key components surrounding ESG investing.

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