John Roughen
First Citizens Wealth
Alpharetta, Georgia
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Contact
How to contact
678-613-2655
Professional Profile
Call Me When
There is a need for an experienced Wealth Advisor. I have 25 years in experience the financial planning, exit strategy and investment management. I am familiar with both pre-sale and post sale strategies and have access to a robust planning group
Professions
M&A Intermediary
Wealth Manager
Functional Expertise
Business growth
Debt
Family business
Investments
Private equity
Risk management
Transaction advisory
Trusts
Exit/Transition Planning
Professional Certification
CWS
Client Industries
Business Services
Computer/Electronics
Real Estate/Construction
Software/Internet
Transportation/Storage
Wholesale/Distribution
Chapter information
Membership
Atlanta Individual
Member since
Member for 2 years
Why I'm a Member of XPX
I spent the last 10 years working for Truist Wealth as a Wealth Advisor and we had a very well developed investment bank internally that I used to sell several of my client's businesses. I am looking to further my knowledge in the field.
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