Kevin Monroe

Kevin Monroe

Senior Financial Advisor

  • Greenville, NC
  • The Pillars of the Earth by Ken Follett | The Fugitive
  • Jesus, Martin Luther King, Jr. and Deion Sanders.
  • Do what you love, love what you do.
  • Honesty, loyalty, and unselfishness.

Financial Advisors

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

Awards & Recognition

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

Memberships

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

News & Resources

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