Kevin Monroe

Senior Financial Advisor

Education & Other Highlights

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.


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


  • 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


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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