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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

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Peter Roe
Peter Roe, photo 1
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Location

Asheville, North Carolina