Roanoke, VA Office

Ryan Kerr is a financial advisor with Integrated Wealth Concepts LLC in Roanoke, VA, holding a Series 66 credential and four years of industry experience. His prior work includes roles at LPL Financial, Market Square Advisors, and a brief tenure at Uber, as well as involvement with the Alzheimer's Association. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios with a long-term approach and a range of model and wrap options.

Matthew Barrette is a financial advisor with Integrated Wealth Concepts LLC in Roanoke, VA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked with Integrated Wealth Concepts since 2021 and previously held roles at LPL Financial and Level Four Advisory Services. Barrette has involvement in insurance-related activities, including non-variable insurance products and acting as an agent for fixed insurance lines. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios primarily using mutual funds, ETFs, equities, and fixed income with a combination of internal management and third-party asset managers.

Thomas Davis is a financial advisor with Integrated Wealth Concepts LLC in Roanoke, VA. He holds Series 63 and Series 66 licenses and has 40 years of industry experience. His prior work includes roles at LPL Financial and Level Four Advisory Services. Outside of his advisory work, he has been involved in non-variable insurance sales and acts as a referring agent for group and individual health insurance. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a mix of mutual funds, ETFs, equities, and fixed income using primarily a long-term approach supplemented by shorter-term trading for rebalancing or cash needs.

Jeff Macy is a financial advisor with Integrated Wealth Concepts LLC in Roanoke, VA, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His prior roles include positions at Level Four Advisory Services and LPL Financial, where he has worked since 2013. Macy is also an agent for non-variable insurance products including health and long-term care coverage. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios primarily constructed using mutual funds, ETFs, individual equities, and fixed income.