JoePat Roop

Joseph Patrick Roop, called JoePat by friends and clients alike, began his investment career in 1992 as a college intern at Merrill Lynch. Subsequently, he worked as an investment advisor for a number of major banking institutions and investment firms before leaving this corporate environment to provide his clients with a more boutique-style experience.

In spring 2009, JoePat founded Belmont Capital Advisors, Inc., a boutique investment firm for which he serves as the company president. Since his first exposure to the investing arena in 1992, JoePat has been focused on financial strategies as well as developing personal relationships with his clients. He takes pride in helping every client create a better financial future and ensuring that they are satisfied with their relationship with Belmont Capital and with JoePat personally. Beyond pride in a good working relationship, he is more than willing to invest his time to create a personal knowledge of his clients and their individual needs and desires. He then does his best to ensure those needs are addressed and that they can look forward to a time of less worry and stress about their life savings.

Over the past 20 years, the financial investment market has seen a variety of dramatic changes, changes that JoePat has experienced firsthand. His primary goal is always to optimize and monitor client portfolios and to alert clients of pertinent tax information and market and investment changes. His wealth of knowledge and experience is invaluable in providing sound advice and insight not readily available elsewhere. In 2013, JoePat was voted Best Financial Advisor in the Gaston Gazette’s annual Best of Gaston. He has also been the recipient of a number of other awards and similar acknowledgements of his success. JoePat makes his home in Belmont, North Carolina, with his wife, Gail, and their two children, Henry and Alex.