An accomplished Charlotte financial planning executive, Joseph Patrick “JoePat” Roop hosts the WBT 1110 AM radio talk show “Retire(meant) for Living.” He focuses on wealth strategies that minimize taxes for high-net-worth individuals and businesses and help ensure a comfortable nest egg. Joseph Patrick Roop’s balanced portfolio approach employs a judicious mix of stocks, bonds, and insurance and annuity products. He is skilled in the complexities of succession planning and ensuring equitable distribution for beneficiaries.
A Marshall University graduate, Joe Pat Roop gained early experience through a Merrill Lynch internship in Huntington, West Virginia. Subsequently taking on responsibilities with Prudential in Charlotte as registered representative, he completed Series 7 qualifications. Joe Pat Roop’s role with MassMutual in the late 1980s encompassed retirement income planning and disability insurance.
Over the years, JoePat Roop has conducted interviews with distinguished voices, including Tucker Carlson, Navy Seal Jocko Willink, and NFL quarterback Tim Tebow. His free time interests include family activities and duck hunting.