Roan Capital Partners

Joy Garland is a financial advisor with Roan Capital Partners, holding a Series 63 designation and 29 years of industry experience. Her career includes roles at Cetera Advisor Networks, CWM, LPL Financial, and Gaam Wealth Advisors. She has been with Roan Capital Partners since 2018 as part of their four-advisor team in Johnson City, Tennessee. Roan Capital Partners serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, including retirement, estate, tax, college savings, and business-planning services. The firm primarily uses passive investment strategies with index mutual funds and ETFs, supplemented by fundamental and technical analyses, managing accounts based on client-specific Investment Policy Statements.

Jeffrey Kastner is a financial advisor at Roan Capital Partners with 11 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Regions Bank for nine years. Roan Capital Partners serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm primarily uses passive investment strategies with index funds and ETFs, supplemented by various analytical methods, and manages accounts based on client-specific Investment Policy Statements.

Robert Green is a financial advisor at Roan Capital Partners with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Avantax Advisory Services, Avantax Investment Services, and Capital Advisors. He is also the owner of Robert T. Green, CPA, PC, an accounting and tax preparation business. Additionally, he serves as executor and trustee for family estate and trust responsibilities. Roan Capital Partners serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, focusing on retirement, estate, tax, college savings, and business planning. The firm employs primarily passive investment strategies using index mutual funds and ETFs, supplemented by fundamental, technical, cyclical, and charting analyses, and manages accounts based on client-specific Investment Policy Statements.

Rebekah Taylor Burton is a CFP® professional with over 20 years in the financial services industry, currently with Roan Capital Partners. Her prior experience includes roles at Morgan Keegan & Company, Inc., AmSouth Investment Services, Inc., AmSouth Bank, and Regions Bank. She is based in Johnson City, Tennessee. Roan Capital Partners serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, utilizing primarily passive investment strategies alongside fundamental and technical analyses to guide asset allocation. The firm manages approximately $152 million in discretionary assets across about 328 client relationships.