Joseph Patrick Roop
Financial Planner Joseph Patrick Roop
About ME
Joseph Patrick Roop is a financial advisor with nearly three decades of experience. In 2009, he founded and still runs Belmont Capital Advisors, Inc., a North Carolina-based provider of services such as retirement and estate planning and tax minimization advice to high-net-worth clients. Before founding Belmont Capital Advisors, Joseph Patrick Roop spent over a decade working as a financial analyst and advisor, first at MassMutual and eventually at Wells Fargo Advisors.
Besides running his company, Joe Pat Roop offers retirement planning advice on his weekly radio show, Retire(meant) for Living, which was voted one of the 15 best shows to listen to in 2022 on FeedSpot. The show is broadcast on WBT in Charlotte. He has also appeared in segments on WCNC-TV.
JoePat Roop received a degree in finance from Marshall University in Huntington, West Virginia. Outside of work, he enjoys hunting and visiting Beaufort, South Carolina, with his family.
Education
Nicholas County High
Jun 1, 1987
Jun 1, 1990High School Diploma
Marshall University
Aug 1, 1991
Jul 1, 1996Bachelor's of Science
Profession
Belmont Capital Advisors Inc.
Jan 1, 2009
PresentPresident & Founder
Wells Fargo Advisory
Jan 1, 2007
Jan 1, 2009Financial Advisor
BanK of America now Merrill Lynch
Jan 1, 2004
Jan 1, 2007Financial Advisor
LeggMason
Jan 1, 2000
Jan 1, 2004Financial Advisor
MassMutual
Jan 1, 1998
Jan 1, 2000Financial Advisor
Prudential
Jan 1, 1996
Jan 1, 1998Registered Representative
Merrill Lynch
Jun 1, 1992
Jun 1, 1996INTERN
- The BlogThoughts, musings, and ruminations.August 8, 2024The United States is home to about 26 million hunting enthusiasts. Hunters can target various...July 17, 2024A Roth IRA (individual retirement account) is a retirement investment vehicle into which workers...January 9, 2023The year 2022 has been rough for investors. Valuations have gone down in both the stock and bond...
© 2019