Kevin Monaco

Kevin Monaco is an accomplished wealth management executive with over 30 years of leadership experience spanning national firms and regional markets. Currently serving as Director and Business Development Officer for Dynasty Financial Partners’ Western Region, Kevin partners with financial advisors and advisory teams to accelerate their growth, enhance client service, and leverage Dynasty’s independent platform.

Before joining Dynasty, Kevin held senior leadership roles at Oppenheimer & Co., D.A. Davidson, Wells Fargo Advisors, Raymond James, and Morgan Stanley. His career highlights include rebuilding Oppenheimer’s Southern California region, being named Branch Manager of the Year at D.A. Davidson in 2020, earning multiple top national rankings as a Regional Brokerage Manager at Wells Fargo, and opening Raymond James’ first San Diego branch. Earlier in his career, he built a successful advisory practice before transitioning into branch and complex management, where he became known for his ability to recruit top talent, develop strong advisor teams, and foster growth-oriented cultures.

Born and raised in Cleveland, Ohio, Kevin earned his start in financial services with Merrill Lynch in 1993. Today, he lives in Los Angeles with his wife, Tracy, of 30 years. They are the proud parents of two adult daughters, Courtney and Rachel. Outside of work, Kevin enjoys live music and college football and is a loyal — but long-suffering — Cleveland sports fan.