• 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, 1990

    High School Diploma

    Marshall University

    Aug 1, 1991
    Jul 1, 1996

    Bachelor's of Science

  • Profession

    Belmont Capital Advisors Inc.

    Jan 1, 2009
    Present

    President & Founder

    Wells Fargo Advisory

    Jan 1, 2007
    Jan 1, 2009

    Financial Advisor

    BanK of America now Merrill Lynch

    Jan 1, 2004
    Jan 1, 2007

    Financial Advisor

    LeggMason

    Jan 1, 2000
    Jan 1, 2004

    Financial Advisor

    MassMutual

    Jan 1, 1998
    Jan 1, 2000

    Financial Advisor

    Prudential

    Jan 1, 1996
    Jan 1, 1998

    Registered Representative

    Merrill Lynch

    Jun 1, 1992
    Jun 1, 1996

    INTERN

  • The Blog

    Thoughts, musings, and ruminations.

    The year 2022 has been rough for investors. Valuations have gone down in both the stock and bond...
  • Joseph Patrick Roop online

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    Joseph Patrick Roop