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John Steele

Senior Vice President, Financial Advisor and Director of Investments

CFA®, CFP®

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John’s Locations

1100 Abernathy Rd NE #500
Atlanta, GA 30328
(770) 295-5600
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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

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  1. Awarded May 2026 for the proceeding 12 months.
  2. Awarded 9/1/24 for the period 11/14/23 - 6/10/24.
  3. Awarded 9/1/23 for the period 11/14/22 through 5/31/23.
  4. Awarded 9/01/22 for the period of 12/13/21 - 6/10/22.
  5. Awarded 9/01/21 for the period of 11/30/20 - 6/25/21.
  6. Awarded 10/01/20 for the period of 1/06/20 - 8/07/20.

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