John Roughen

CWS

Director

Atlanta, GA

With over 24 years of experience in the wealth management industry, John provides comprehensive financial planning and advisory services to high-net-worth clients. He leverages his expertise in retirement, investment, risk management, and estate planning to create customized solutions that suit the client’s needs and long-term goals. As a Certified Wealth Strategist (CWS), John has the knowledge and skills to address the complex and evolving challenges that affluent clients face. Over the last 10 years, he has assisted in planning several business ownership transitions and has coordinated groups of financial specialists to bring these transactions to a close.

John is a graduate of the University of Pittsburgh and has lived with his wife, Paula, in Alpharetta, GA since 1993. Over the years, he has served on several boards with his local church and other organizations in that community. John enjoys spending time with his family, hiking in North GA, and riding his vintage motorcycle