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John Roughen

John P. Roughen, CWS®
Wealth Advisor Truist Bank

2520 Northwinds Pkwy

4th Floor,

Alpharetta, GA 30009-2200

John.roughen@truist.com

Phone 678-526-6859

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About me

Background

John Roughen is a Wealth Advisor with Truist Bank. He offers clients more than 27 years of comprehensive wealth management experience with a team approach that brings together specialists in investments, financial planning, credit and estate strategies. John holds himself accountable to recommending strategies with his clients’ needs and goals in mind after taking the time to gain an in depth understanding of the critical aspects of their financial lives. 

He specializes in working with business owners planning for the sale of their company to make an efficient transition to post business ownership. 

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

BA
University of Pittsburgh 1993

Personal Interests

John is a native of Pittsburgh, PA and is a Cum Laude graduate of the University of Pittsburgh. He and his wife Paula have lived in Atlanta, GA since 1993 and reside in Alpharetta.

He has previously served on the foundation board for Alpharetta High School as well as several committees for his local church. His interest include travel, vintage motorcycles and hiking.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

Accomplishments

Gold Performance Excellence Award*
Truist 2018
*The Truist Gold Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.

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