About Us

John Roberts

Financial Professional
Phone: (865) 588 - 9333

Originally from Houston, Texas, John moved to Knoxville in 2004 and then Oak Ridge in 2014. He received his undergraduate degree from Texas A&M University. Additional degrees earned include a Master’s in administration, MBA, and a doctorate from the University of Memphis. John and his wife, Amber, have five children and a beautiful black lab named Gertrude. One son is a student at UT, two sons are in high school, and their daughter and another son are in middle school. He enjoys spending time with his family, traveling, and participation in many sports, especially soccer and golf.

I began my career in education but that was not the original plan. I was in pursuit of a Finance degree until a conversation with my father prompted a rather unexpected and radical change of direction. I graduated from Texas A&M and entered the workforce as an alternative high school mathematics and history teacher. I never could have imagined the profound impact of teaching and developing others and so I spent the next 20 years in the roles of teacher, coach, principal and professor. It was a very difficult decision to leave education.

My interest in financial matters only intensified after college. This attribute combined with extensive leadership, management, and teaching experience, naturally led to becoming a financial professional. I also value learning as evidenced by the doctorate earned in leadership and an MBA. As it happens, both leadership and management principles are cornerstones of financial planning as they consist of determining the ideal path and optimal methods. The content has changed but the common thread has always been teaching and supporting others to facilitate accomplishing their goals.

 

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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