An experienced wealth management professional in Belmont, North Carolina, Joseph Patrick "JoePat" Roop is the president of Belmont Capital Advisors, Inc. He founded the full-service financial planning firm in 2009 and specializes in helping clients with retirement income, tax, and estate planning. Joseph Patrick Roop is also versed in portfolio management, insurance, mutual funds, and the impact of inflation on retirement planning.
Before launching Belmont Capital Advisors, Joe Pat Roop garnered nearly a decade of financial advisory experience at Wells Fargo, Bank of America, and Legg Mason. He also spent two years as a registered representative at Prudential and was its Rookie of the Year in 1996. Before that, he worked as an intern at Merrill Lynch, where he helped stock brokers prepare stock reports.
JoePat Roop is passionate about retirement planning education. He hosts the weekly radio show Retire Meant for Living, which earned a Best of Gaston award from the Gaston Gazette. He holds a bachelor of science in finance from Marshall University.