John Reganess
John Reganess, CFP®, ChFC®, CLU® & CAP® Managing Director, RWMG Financial Planner & Portfolio Manager, RJFS

John is an advocate and ally for clients, providing guidance and service through each chapter of their lives. For over 20 years, he has been helping his clients define their financial goals and the priorities that matter most to them, then helping lay the path to pursue them.

From building new relationships to customizing portfolios, he is patient and informed, and tailors his support to clients’ unique needs. John doesn’t chase hot stocks or trendy investments. Instead, he searches for straightforward, sensible ways to manage and preserve his clients’ wealth.

Ultimately, his goal is to help families plan for their financial futures while enjoying their experiences today. Since 2000, John has brought customized retirement planning strategies to affluent individuals and their families, many of whom have worked with him for over a decade.

John was named to the 2021 edition of the Forbes list of Best in State Wealth Advisors†. Before Raymond James, John was a member of Morgan Stanley’s Wealth Advisor Group and Wells Fargo Advisor Private Client Group. He has spent his entire career in the financial services industry, dedicating his life to helping clients make the most of their lives. He holds a bachelor’s degree from the University of North Carolina at Greensboro, where he graduated with honors.

He holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Wealth Strategist®, Chartered Life Underwriter®, Chartered Financial Consultant® and Chartered Advisor in Philanthropy®.

When he’s not working with clients, John enjoys contributing to his community. He supports organizations and community programs that promote the arts, like the Greensboro Symphony Orchestra, and assists people in need, including the Wounded Warrior Project, Baptist Children’s Home, and Winston-Salem Rescue Mission. He also enjoys boating and spending time with his family at Smith Mountain Lake. He lives in Greensboro with his wife, Dianne, their three children and four dogs.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

† The Forbes ranking of Best-In-State Wealth Advisors, 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. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights 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 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of 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. 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.