Joseph Patrick Roop, called JoePat by friends and clients alike, began his investment career in 1992 during college as an intern at Merrill Lynch. Subsequently, he worked as an Investment Advisor for a number of major banking institutions and investment firms on Wall Street before leaving this corporate environment.
In the spring of 2009, JoePat founded Belmont Capital Advisors, Inc., a boutique investment firm for which he serves as the Chief Investment Strategist. Since his first exposure to the financial investing arena in 1992, JoePat has been focused on financial planning as well as developing personal relationships with his clients. He takes pride in helping every client create a better financial future, and that the client is satisfied with the relationship with Belmont Capital and with JoePat personally. Beyond pride in a good working relationship, he is more than willing to invest his time to create a personal knowledge of you and of your individual needs and desires. He then does his best to ensure your needs are addressed and that you can look forward to a time of less worry and stress about your life savings.
During the past 20 years, the financial investment market has seen a variety of dramatic changes, changes that JoePat has experienced first-hand. His primary goal is always to optimize and monitor the client’s portfolio, and to alert clients of pertinent tax information and market and investment changes. This wealth of experience is invaluable in providing sound advice and insight not readily available elsewhere. In 2013, JoePat was voted Best Financial Advisor in the Gaston Gazette’s annual Best of Gaston. He has also been the recipient of a number of other awards and similar acknowledgements of his success.
JoePat makes his home in Belmont, NC with his wife Gail and their two children, Henry and Alex.
We would enjoy the opportunity to sit down with you for a free,