Kevin Monaco

William Blair is the premier global partnership with expertise in investment banking, equity research, institutional sales and trading, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.* *Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

My time at Dynasty Financial Partners offered meaningful insight into the independent RIA space.

As Southern California Regional Director, I enjoyed rebuilding Oppenheimer’s local branch culture and industry reputation through thoughtful leadership and the strategic recruitment of top talent in management, administrative staff, and financial advisors, while consistently driving asset & revenue growth and upholding uncompromising fiduciary, regulatory, and industry standards.

In a multifaceted role at D.A. Davidson, I focused on growth internally (by putting my Financial Advisors and their Client Associates first) and externally (by recruiting top talent to the firm). My success in recruiting amongst other critical objectives lead to being recognized as D.A. Davidson’s Branch Manager of the year in 2020 and Chairman’s Council attendee in 2022. As Branch Manager for six locations and recruiting manager for nine my time was at a premium. In addition to the five offices located in Southern California, I supervised locations in Nevada, Florida, Ohio and New Jersey.

As a Regional Brokerage Manager, I managed Private Bank Financial Advisors as well as Branch Based Financial Advisors for Wells Fargo's Wealth Brokerage Services Channel. These Financial Advisors were geographically located from Malibu down to Long Beach as well as Bakersfield, CA covering over 40 locations including Private Bank locations in (Brentwood) Los Angeles, Manhattan Beach and Bakersfield. In this role, I was recognized as the Top New RBM of the Year in 2016 and ranked in the top quintile for 2017 & 2018. During this time, I was also recognized as the number one recruiting manager for Wells Fargo's Wealth Brokerage Services Channel by hiring the most experienced Financial Advisors and Assets Under Management in the firm.

Successfully opened the first Raymond James & Associates office in San Diego, California by recruiting top talent from major financial services competitors. Hired all client service associates, operations personnel and advisor mastory trainees. Recognized by senior management as a senior leader and visionary in the area of social media and business practice management.

As a business development manager I worked closely with both complex management as well as financial advisors to help them grow their business and develop long term strategies to better serve our clients.

As a Branch Manager I focused on delivering resources to support and leverage my Financial Advisors competitive position in the financial services industry. Through an “open-door” philosophy, I strove to be accessible and supportive of their needs during virtually every phase of their professional development at Morgan Stanley.

In my first management role I successfully completed Smith Barney’s Management Training Program while assisting the Branch Managers of the Chicago Sears Tower & South LaSalle offices during several transition phases. During this time I enjoyed working with over 75 Financial Advisors helping them to build their respective businesses and manage their existing clients.

I started my career as a Financial Advisor with Merrill Lynch in Cleveland, Ohio in 1993 where I excelled as a trainee earning Merrill’s highest recognition awards four years in a row. I moved my business to Morgan Stanley Dean Witter in 1997, then successfully formed a partnership and eventually a team of three advisors and two support staff. In 2001, my team was recruited to Smith Barney where we further developed our fee based practice before I transitioned into management in 2003.