Donald Monroe - UBS Financial Services Inc. is a wealth management firm located in Raleigh, NC. With nearly 3 decades of experience in the financial services industry, Donald Monroe offers insight-based advice to help clients confidently pursue their life goals. He specializes in asset allocation, risk management, and investment opportunities, utilizing specialized portfolio managers. Donald Monroe is a Vice President and Financial Advisor at UBS, and he holds certifications in Certified Financial Planner and Certified Investment Management Analyst programs.
Originally from East Tennessee, Donald Monroe started his financial services career in New York City before moving to Raleigh in 1989. He completed his undergraduate degree at Tusculum College and has a background in business administration. In addition to his professional pursuits, Donald Monroe enjoys sports, theatre, and spending time with his family. He is actively involved in the community as a former Boy Scout Leader and youth basketball coach.
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