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Donald "Don" Monroe

Vice President–Wealth Management

Financial Advisor

I joined UBS in 2009, but my experience in financial services spans nearly 3 decades, including positions held at EF Hutton, PaineWebber and Wachovia Securities. Prior to entering the financial services industry, I served as a certified business consultant for the medical & dental professions and passed the Enrolled Agents exam which allowed me to practice before the IRS. Over the years, I've focused increasingly on asset allocation and helping clients to manage risk prudently by utilizing specialized portfolio managers and seeking out investment opportunities.

I completed my undergraduate degree at Tusculum College while on a basketball scholarship, earning a B.S in Business Administration. I also completed the Certified Financial Planner and the Certified Investment Management Analyst programs. Originally from East Tennessee, I started my financial services career with EF Hutton in New York City and moved to Raleigh in 1989, where I live with my wife and two children. When I'm not occupied by the activities of my two teenagers, I enjoy the theatre, outdoor activities and sports, especially University of Tennessee football, ACC basketball and the Carolina Hurricanes.


Personal & Community

  • Played College basketball, Team Captain; active in Student Government, Dorm President for 3 years
  • Enjoy sports, theatre, travel
  • Enjoy spending time with children and grandchildren
  • Former Boy Scout Leader and youth basketball coach
Registered States:
  • AZ
  • FL
  • GA
  • KY
  • MD
  • NC
  • SC
  • TN
  • VA
  • WV

Education

  • B.S. Business Administration, Tusculum College
3737 Glenwood Avenue
Suite 200
Raleigh, NC 27612
  • (919) 785-4994

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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