Kevin MonacoKevin Monaco
Executive Director
Wealth Advisor

"I place emphasis on the organization of each element of a client’s financial scenario and work to mitigate the complexities that often accompany substantial wealth."

About Kevin

Kevin Monaco is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management. As a founding member of The Monaco Garfin Group at J.P. Morgan, he provides wealth planning and investment strategies for high-net-worth individuals, corporate executives, business owners and entertainment professionals.

Kevin places emphasis on the organization of each element of a client's financial scenario and works to mitigate the complexities that often accompany substantial wealth. He pays particular attention to trust and estate planning to help ensure all assets are structured properly and thoughtfully administered. With more than 20 years of experience in financial management, he backs up this support with significant capabilities to deliver tailored asset allocations and investment strategies that aide in the pursuit of personalized financial objectives. Kevin brings honesty and integrity to every interaction with his clients.

A native of California, Kevin attended UCLA, where he interned at Morgan Stanley and earned a B.A. in Economics. He took an unusual path to a career in comprehensive wealth management, and began his professional life buying and selling restaurants for a group of clients and eventually himself. Kevin entered financial services in 1995 as an Investment Associate at Smith Barney in New York, then moved to Deutsche Bank and CIBC Oppenheimer, where he met David Garfin, the other principal of the team. He spent eight years at Credit Suisse in the Private Banking division, and most recently was at Barclays. He joined J.P. Morgan in 2017 to provide his clients with access to the firm's world-renowned platforms and wide array of financial planning resources.

Kevin is a former Junior Board member of Big Brother Big Sisters of New York City. He maintains close ties with the now-adult youngster who he has mentored since 1992. He lives with his wife, Diana, and three children, Claire, Paige and William in Pacific Palisades, California. When not in the office or with clients, Kevin enjoys coaching little league, family vacations and paddle-surfing.

Insights

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