John Reganess,
CFP®, ChFC®, CLU® & CAP®
Managing Director, RWMG
Financial Planner & Portfolio Manager, RJFS
John Reganess is dedicated to helping clients confidently navigate every stage of their financial journey. With more than 25 years of experience, he partners with high-net-worth individuals and families to define their goals, design tailored strategies and build lasting plans that align with their priorities. His approach is straightforward, disciplined, and rooted in a deep commitment to client service- the ultimate priority for his practice.
John specializes in retirement planning, asset management, liability structuring, and insurance strategies, utilizing a proven four-step process that addresses 13 key areas of financial prosperity. Since 2000, many of his clients have trusted him for over a decade, valuing his patience, depth of knowledge, and ability to simplify complex financial decisions.
Before joining Raymond James Financial Services, John served as a Portfolio Manager in Wells Fargo Advisors’ Private Client Group and worked in Morgan Stanley’s Wealth Advisor Group. He holds a Bachelor of Science degree with honors from the University of North Carolina at Greensboro, as well as multiple advanced designations, including CERTIFIED FINANCIAL PLANNER®, Chartered Life Underwriter, Chartered Financial Consultant, Certified Wealth Strategist, and Chartered Advisor in Philanthropy. In 2025, he was recognized by Forbes as one of the Top Wealth Advisors.
Beyond his work, John is an active community leader and supporter of organizations including the Wounded Warrior Project, Baptist Children’s Home, and Winston-Salem Rescue Mission. He is a member of Summerfield Baptist Church and participates in hands-on service projects such as the Appalachian Service Project.
A passionate outdoorsman, John enjoys boating, hunting, traveling with his wife, and spending time with his family at Smith Mountain Lake. He and his wife also own a lavender farm in the state of North Carolina— “Red Feather Ranch”, where they balance their professional lives with time outdoors. John lives in Greensboro, North Carolina, with his wife, Dianne, their three children, and three dogs.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.
The Forbes Top Wealth Advisors Best-in-State 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.
