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MEMBER PROFILE

 

John Roughen

Bison Wealth LLC

 

Member profile details

Membership level
Atlanta Individual
First name
John
Second name/initial
P
Last name
Roughen
Title
Director and Partner
Company
Bison Wealth LLC
XPX Chapter Email Lists
  • Atlanta News & Events
 

CONTACT INFORMATION

City
Atlanta
State
Georgia
 

PROFILE INFORMATION

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
Why I/we support 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.
Profession
  • M&A Intermediary
  • Wealth Manager
Functional Expertise
  • Business growth
  • Debt
  • Exit/Transition Planning
  • Family business
  • Investments
  • Private equity
  • Risk management
  • Transaction advisory
  • Trusts
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Real Estate/Construction
  • Software/Internet
  • Transportation/Storage
  • Wholesale/Distribution
Professional Certification(s)
CWS
In Business Since
2000
How to contact
678-613-2655
LinkedIn profile link
linkedin.com/in/john-roughen
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