Sign In
Get Clay Free →

Suggestions

    Peter Roe

    FINANCIAL ADVISOR/FINANCIAL PLANNER at Masters Private Client Group-a division of Horizon Wealth Management

    Peter Roe is a founding partner of Masters Private Client Group (MPCG), a wealth management firm affiliated with Horizon Advisor Network. Based in Asheville, North Carolina, he serves as an Investment Advisor Representative specializing in financial planning for high-net-worth clients, particularly athletes and entertainers. Raised in upstate New York, Roe pursued early admission at Johns Hopkins University, earning a BA in International Relations with minors in Public Health and Environmental Science, followed by an MBA from Georgia State University.123

    Roe's career began in the financial services industry under the influence of his uncle, a senior executive in the field. He gained experience in operations, trading, brokerage, and compliance before transitioning to advisory roles. His client base initially included NASCAR professionals and later expanded to NFL players through his collaboration with Jason Bell, a former NFL player. Together, they co-founded MPCG in 2012 to provide tailored financial services to athletes and entertainers.12

    At MPCG, Roe focuses on comprehensive financial planning, including investment management, risk mitigation, retirement planning, tax strategies, and estate planning. He emphasizes a "listen-first" approach to help clients achieve their financial goals while maintaining efficiency and organization.12

    Highlights

    Nov 14 · smartasset.com
    What Is an Investment Advisor Representative (IAR)? - SmartAsset
    Jan 1 · oppenheimer.com
    Our Team | The Grand Central Private Client Group
    A game plan to help clients 'own their financial future'
    A game plan to help clients 'own their financial future'
    Sep 8 · Inc.
    The Hidden Cost of Success for Many Black and Hispanic Founders - Inc.
    Masters Private Client Group - Horizon Advisor Network
    Masters Private Client Group - Horizon Advisor Network

    Related Questions

    What specific services does Peter Roe offer at Masters Private Client Group?
    How did Peter Roe transition from sports-centric financial advice to general investment advice?
    What is Peter Roe's educational background and how has it influenced his career?
    How does Peter Roe's approach to financial planning differ from other investment advisors?
    What are some notable achievements or success stories involving Peter Roe and his clients?
    Peter Roe
    Peter Roe, photo 1
    Peter Roe, photo 2
    Add to my network

    Location

    Asheville, North Carolina