<img src="//trc.taboola.com/1225866/log/3/unip?en=page_view" width="0" height="0" style="display:none">
John Steele

John Steele

Vice President, Financial Advisor and Director of Investments

CFA®, CFP®

John has a passion for investment research and thrives connecting industry knowledge to meaningful outcomes for clients. Through his previous role of Director of Investments at JOYN Advisors, he understands how to build highly customized portfolios for high-net-worth clients, and how to help them focus on ways to create meaning in their lives. He’s a true finance nerd who is also disciplined in his nutrition goals. He enjoys traveling and stays balanced by practicing Krav Maga, motorcycle riding and kayaking. John is also involved in various organizations such as Atlanta CFA Society (ASFIP), Buckhead Church, Public School Financial Literacy and Feed My Starving Children.

  • BBA, University of Kentucky
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Financial Analyst

The Sandy Springs Financial Advisory Team is located in our Atlanta office.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

 

¹ Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. ² Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.

Get your customized retirement plan.

Request a Meeting