Josh Roberts

FINANCIAL ADVISOR

 

Josh joined Allen Wealth Management in January 2018. He brings with him a Bachelor of Science Business Administration in Finance & Banking from Appalachian State University. Josh is excited to join the Allen Wealth team where they focus on helping their clients achieve their financial objectives. Josh believes that wealth is a mindset, not a number.

Outside of the office, Josh enjoys the many outdoor activities the high country has to offer, including hiking, backpacking, climbing, and skiing. He enjoys serving at his local church by going on mission trips and playing music with the worship band. Josh and his wife, Carolyn, enjoy traveling to experience new places and unique cultures. Josh, Carolyn, and their son, Jonas, currently live in Boone.

 

Education & Affiliations:

 

Licensed producer in Medicare Supplement, Long Term Care, Life, Accident & Health or Sickness.
Bachelor of Science Business Administration in Finance & Banking – Appalachian State University
Series 7 & 66, AAMS

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980 Highway 105, Boone, NC 28607
P: 828.268.9693 | F: 828.268.9694

Allen Wealth Management, LLC is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Allen Wealth Management, LLC. Raymond James financial Advisers may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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