John Steele
Senior Vice President, Financial Advisor and Director of Investments
CFA®, CFP®
Contact John
Team Office
John’s Locations
Atlanta, GA 30328 (770) 295-5600
About John
John Steele is a Senior Vice President and Financial Advisor specializing in advanced investment strategies for high net worth and ultra-high net worth clients. A CFA® charter holder and CFP® professional, he provides integrated advice across investments, financial planning, and estate planning. John partners with clients to design and implement sophisticated, tax-efficient strategies aligned with their long-term objectives. His approach combines rigorous portfolio construction with a deep understanding of complex planning needs, helping clients preserve and grow wealth across generations while navigating evolving market conditions.
Education
- BBA, University of Kentucky
Awards & Recognition
View All2026
InvestmentNews 5-Star Wealth Management Teams (2026)
InvestmentNews
2024
Five Star Wealth Manager (2024)
Five Star Professional
2023
Five Star Wealth Manager (2023)
Five Star Professional
2022
Five Star Wealth Manager (2022)
Five Star Professional
2021
Five Star Wealth Manager (2021)
Five Star Professional
2020
Five Star Wealth Manager (2020)
Five Star Professional
Newsroom and Resources
View All15 Wealth Enhancement Advisor Teams Named 2026 5-Star Wealth Management Teams by InvestmentNews
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
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