Josh Roberts



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

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