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John Rhodes, Cfp®,Chsnc® Email & Phone Number

Founder | Managing Partner at Belmont Private Wealth
Location: Raleigh, North Carolina, United States 8 work roles 5 schools
1 work email found @krilogy.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@krilogy.com
LinkedIn Profile matched
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Current company
Role
Founder | Managing Partner
Location
Raleigh, North Carolina, United States
Company size

Who is John Rhodes, Cfp®,Chsnc®? Overview

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Quick answer

John Rhodes, Cfp®,Chsnc® is listed as Founder | Managing Partner at Belmont Private Wealth, a with 2 employees, based in Raleigh, North Carolina, United States. AeroLeads shows a work email signal at krilogy.com and a matched LinkedIn profile for John Rhodes, Cfp®,Chsnc®.

John Rhodes, Cfp®,Chsnc® previously worked as Founder & Partner at Belmont Private Wealth and Treasurer - Board of Directors at 21&You. John Rhodes, Cfp®,Chsnc® holds Bachelor'S Degree: Finance from Elon University.

Company email context

Email format at Belmont Private Wealth

This section adds company-level context without repeating John Rhodes, Cfp®,Chsnc®'s masked contact details.

*@krilogy.com
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AeroLeads found 1 current-domain work email signal for John Rhodes, Cfp®,Chsnc®. Compare company email patterns before reaching out.

Profile bio

About John Rhodes, Cfp®,Chsnc®

I am a Partner & Founder of Belmont Private Wealth, a wealth management firm that provides 𝐜𝐨𝐦𝐩𝐫𝐞𝐡𝐞𝐧𝐬𝐢𝐯𝐞 𝐚𝐧𝐝 𝐜𝐮𝐬𝐭𝐨𝐦𝐢𝐳𝐞𝐝 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐬𝐨𝐥𝐮𝐭𝐢𝐨𝐧𝐬 for individuals and families. I have nearly a 𝐝𝐞𝐜𝐚𝐝𝐞 𝐨𝐟 𝐞𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 in the financial services industry, and I hold the 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐥𝐚𝐧𝐧𝐞𝐫 (CFP®) and 𝐂𝐡𝐚𝐫𝐭𝐞𝐫𝐞𝐝 𝐒𝐩𝐞𝐜𝐢𝐚𝐥 𝐍𝐞𝐞𝐝𝐬 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐧𝐭 (ChSNC®) credentials.Our firm's 𝐩𝐫𝐨𝐦𝐢𝐬𝐞 to every single client in everything we do is to 𝐬𝐞𝐫𝐯𝐞. We are committed to serving you and your family by 𝐝𝐞𝐥𝐢𝐯𝐞𝐫𝐢𝐧𝐠 𝐯𝐚𝐥𝐮𝐞 𝐰𝐢𝐭𝐡 𝐩𝐮𝐫𝐢𝐭𝐲 𝐨𝐟 𝐢𝐧𝐭𝐞𝐧𝐭. This means without any other agenda or interest other than yours. We fulfill on that promise by first ensuring we know and deeply understand you, your priorities and what you are trying to accomplish — more than any advisor you could work with. Then, leverage that understanding and our team’s expertise to help you develop the right financial strategy that will aid in 𝐚𝐜𝐡𝐢𝐞𝐯𝐢𝐧𝐠 𝐰𝐡𝐚𝐭 𝐦𝐚𝐭𝐭𝐞𝐫𝐬 𝐭𝐨 𝐲𝐨𝐮, and equally important, 𝐚𝐯𝐨𝐢𝐝 𝐰𝐡𝐚𝐭 𝐲𝐨𝐮 𝐤𝐧𝐨𝐰 𝐲𝐨𝐮 𝐃𝐎𝐍’𝐓 𝐰𝐚𝐧𝐭 𝐭𝐨 𝐡𝐚𝐩𝐩𝐞𝐧.

Listed skills include Leadership, Tenacious Work Ethic, People Skills, Self Motivated, and 5 others.

Current workplace

John Rhodes, Cfp®,Chsnc®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Belmont Private Wealth
Belmont Private Wealth
Founder | Managing Partner
Raleigh, NC, US
Website
Employees
2
AeroLeads page
8 roles

John Rhodes, Cfp®,Chsnc® work experience

A career timeline built from the work history available for this profile.

Treasurer - Board Of Directors

Current

21 & You is a nationwide nonprofit committed to enhancing the education of children with Down syndrome. Our mission is to provide comprehensive educational resources and organize impactful events that uplift and empower young minds across the United States.

Dec 2023 - Present

Wealth Advisor

Creve Coeur, Missouri, Us

Jul 2021 - Jul 2024

Client Service Manager

St Louis, Missouri, Us

Sep 2019 - Jun 2021

Alternative Investment Associate

St Louis, Missouri, Us

Jun 2018 - Sep 2019

Wealth Management Intern

St Louis, Missouri, Us

May 2017 - Aug 2017
5 education records

John Rhodes, Cfp®,Chsnc® education

Bachelor'S Degree: Finance

Elon University

Certified Financial Planner Cfp

College For Financial Planning

Economics And Finance

Université Catholique De Lyon

Education record

Saint Louis Abbey/Saint Louis Priory School

Chartered Special Needs Consultant (Chsnc®)

College For Financial Planning
FAQ

Frequently asked questions about John Rhodes, Cfp®,Chsnc®

Quick answers generated from the profile data available on this page.

What company does John Rhodes, Cfp®,Chsnc® work for?

John Rhodes, Cfp®,Chsnc® works for Belmont Private Wealth.

What is John Rhodes, Cfp®,Chsnc®'s role at Belmont Private Wealth?

John Rhodes, Cfp®,Chsnc® is listed as Founder | Managing Partner at Belmont Private Wealth.

What is John Rhodes, Cfp®,Chsnc®'s email address?

AeroLeads has found 1 work email signal at @krilogy.com for John Rhodes, Cfp®,Chsnc® at Belmont Private Wealth.

Where is John Rhodes, Cfp®,Chsnc® based?

John Rhodes, Cfp®,Chsnc® is based in Raleigh, North Carolina, United States while working with Belmont Private Wealth.

What companies has John Rhodes, Cfp®,Chsnc® worked for?

John Rhodes, Cfp®,Chsnc® has worked for Belmont Private Wealth, 21&You, Krilogy, Moneta Group, and Variety, The Children'S Charity-- St. Louis.

How can I contact John Rhodes, Cfp®,Chsnc®?

You can use AeroLeads to view verified contact signals for John Rhodes, Cfp®,Chsnc® at Belmont Private Wealth, including work email, phone, and LinkedIn data when available.

What schools did John Rhodes, Cfp®,Chsnc® attend?

John Rhodes, Cfp®,Chsnc® holds Bachelor'S Degree: Finance from Elon University.

What skills is John Rhodes, Cfp®,Chsnc® known for?

John Rhodes, Cfp®,Chsnc® is listed with skills including Leadership, Tenacious Work Ethic, People Skills, Self Motivated, Public Speaking, Teamwork, Presentation Skills, and Customer Service.

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