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Helping Georgia Families
John Colegrove believes that it is the right of every American to live a dignified lifestyle in retirement. Yet many Americans are unsure of how to plan for retirement. John's words on the subject are quite revealing:
The purpose of saving and investing is to create an income stream to help families live a dignified lifestyle in retirement. Here in the 21st century, pensions have all but disappeared and so now, more than ever, the responsibility to save and invest for retirement is on the shoulders of every family.
Family and Interests
A long-time resident of the great state of Georgia, John Colegrove has been married for 14 years. His wife, Ruthie, is the Middle School Band Director at the Wesleyan School in Norcross. John and Ruthie have one child. Active in the community, he has served on various Boards of Directors, most recently helping to raise funds to build the new UGA Redcoat Band practice complex. John enjoys swimming, biking, baseball, and football and he is an avid fan of the Atlanta Braves, Gwinnett Braves and the Georgia Bulldogs.
Music
Prior to starting his career in financial planning, John Colegrove trained as a professional musician and teacher. He still enjoys playing the trombone and has performed with many ensembles over the years, notably the Manhattan Transfer, the South Bend Symphony Orchestra, solo performances with the Notre Dame Concert Band, and other local concert bands, marching bands, and orchestras.
Experience and Education
John Colegrove is in his 10th year in the financial planning profession. He is a proud small businessman and has owned his practice since 2001. He is an LPL Branch Manager and holds the distinguished designation of Retirement Income Specialist (RIS), which is held by less than 1% of financial representatives. John Colegrove is a recognized specialist in 401k and retirement planning. In 2009, he was recognized by his peers and asked to present at the Boston Retirement Symposium and for the Retirement Plan panel at the LPL National Conference, held in San Diego. Prior to his career, John Colegrove aspired to teach music and consequently, his formal college education includes degrees in music. He holds a Doctorate from UNC Greensboro (1999), a Masters from the University of Notre Dame (1995), and a Bachelor’s from the University of Georgia (1993). John is a proud member of the Gwinnett Chamber of Commerce.
MEET: FRANCES ROBERTSON
A resident of Atlanta for 22 years, Frances Robertson serves as the Office Manager for John Colegrove. She is married with two children and is quite active in the community, performing volunteer work for the Wesleyan School, Dunwoody United Methodist Church, and the National Charity League. Her hobbies include tennis, jogging, hiking, snow skiing, and reading.
Frances holds a BA degree in Business Management and French from Mary Baldwin College. She worked for 11 years in the commercial real estate and private banking sector and served 15 years as an at-home mother and volunteer worker, prior to her position with John Colegrove.

LPL Financial serves as the broker dealer for John Colegrove. To learn more about LPL Financial, click here to go to the LPL Financial website.
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