John L. Roberts, MBA

John L. Roberts, MBA

Financial Professional

Originally from Houston, Texas, I first moved to Tennessee in 2000 when I arrived in Memphis. Four years later I relocated to Knoxville, which has undoubtedly proven to be one of the best choices I have ever made.

I began my career in education but that was not the original plan. I was in pursuit of a Finance degree until a conversation with my father prompted a rather unexpected and radical change of direction. I graduated from Texas A&M and entered the workforce as an alternative high school mathematics and history teacher. I never could have imagined the profound impact of teaching and developing others and so I spent the next 20 years in the roles of teacher, coach, principal and professor. It was a very difficult decision to leave education.

My interest in financial matters only intensified after college. This attribute combined with extensive leadership, management and teaching experience, naturally led to becoming a financial professional. I also value learning as evidenced by the doctorate earned in leadership and an MBA. As it happens, both leadership and management principles are cornerstones of financial planning as they consist of determining the ideal path and optimal methods. The content has changed but the common thread has always been teaching and supporting others to facilitate accomplishing their goals.

I am extremely grateful for the opportunity to join Jacki and David at Waypoint Financial Partners. This is truly an exceptional team characterized by unsurpassed levels of knowledge, experience, collaboration, and passion for the benefit of our clients. I look forward to what the future holds for years to come as we endeavor to continue providing exemplary financial planning services.


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Waypoint Financial Partners ( formerly Imbrey & Associates is not owned or operated by Equitable Advisors, LLC or its affiliates.

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