B.B.A, Majors in Finance and Management and Minors in Economics and International Business, University of Kentucky
Chartered Financial Analyst (CFA®)
– Atlanta CFA Society (ASFIP)
– Buckhead Church
– Public School Financial Literacy
– Feed My Starving Children
Joined Us In
Portfolio Manager for BB&T Wealth
Born & Raised
Lexington, KY – famous for bourbon, basketball and horse racing!
“I find that the harder I work, the more luck I seem to have.”
– Thomas Jefferson
John Steele, JOYN’s Director of Investments, joined us from BB&T where he worked as a Portfolio Manager building highly customized, tax-efficient portfolios for high net worth clients. “I love helping clients worry less about their financial future and focus more on using their wealth to create more meaningful lives—I get to do that every day at JOYN,” he explains.
Steele devours investment research daily and his passion for the industry started at a young age when he read The Motley Fool Investment Guide for Teens. He graduated summa cum laude from the University of Kentucky with a B.B.A. in Finance and Management, with minors in Economics and International Business. He later obtained the Chartered Financial Analyst (CFA®) designation and is currently preparing for the Certified Financial Planner (CFP®) exam.
As Director of Investments, Steele leads the Investment Committee which determines JOYN’s investment strategies, asset allocation, and fund selection. In addition, he serves as a member of the Wealth Management Committee, oversees portfolio trading, and coordinates capital markets research with JOYN’s 30+ person investment research partner.
You typically won’t find Steele around the office without a protein shake in hand as two of his personal disciplines include weight-lifting and nutrition. He’s a true finance nerd but tries to stay balanced by practicing Krav Maga, going on scenic motorcycle rides, hiking steep trails, and kayaking through river rapids. He also loves to travel, whether it is sailing through the BVIs, exploring vineyards in Tuscany, or cycling down a volcano in Maui. He still has many places left to visit on his bucket list when he gets the chance to escape from his normal routine of working long hours in the office.
https://joynadvisors.com/wp-content/uploads/2019/01/2018-Year-in-Review.jpg387750Erika Walkerhttps://joynadvisors.com/wp-content/uploads/2019/10/JOYN-Logo-purple.pngErika Walker2019-01-29 09:16:592019-09-14 05:25:152018 Year in Review
Previously posted on WealthManagement.com
https://joynadvisors.com/wp-content/uploads/2019/10/Lottery.jpg387750David Gellerhttps://joynadvisors.com/wp-content/uploads/2019/10/JOYN-Logo-purple.pngDavid Geller2019-10-10 12:40:252019-10-10 12:40:25Here's Why Lotto Winners Often End Up Bankrupt
JOYN is honored to announce that it has been selected to…
https://joynadvisors.com/wp-content/uploads/2019/10/austin-texas.jpg387750Jarrett Oakleyhttps://joynadvisors.com/wp-content/uploads/2019/10/JOYN-Logo-purple.pngJarrett Oakley2019-10-09 15:14:502019-10-09 15:18:10JOYN Selected as Featured Presenter at eMoney Summit 2019
Previously posted on Forbes.
Nearly 80% of Americans have…
https://joynadvisors.com/wp-content/uploads/2019/10/Forbes_American-Dream.jpg387750David Gellerhttps://joynadvisors.com/wp-content/uploads/2019/10/JOYN-Logo-purple.pngDavid Geller2019-10-09 14:45:412019-10-09 14:49:07Is The American Dream Fraying? What We Can Learn From The Finance Industry.
Previously posted on Born2Invest.
According to economists,…
https://joynadvisors.com/wp-content/uploads/2019/10/Born2Invest.jpg387750David Gellerhttps://joynadvisors.com/wp-content/uploads/2019/10/JOYN-Logo-purple.pngDavid Geller2019-10-07 15:40:162019-10-09 14:48:286 Wealth Management Tips for Surviving a Down Market
Financial Benefits of Behavioral Advising
Better Advice. Better Decisions. Better Life.
There are significant financial benefits focusing on your behavior and making better decisions. Vanguard research and other academic studies have concluded that behavioral advising can add 1% to 2% in net return. (Source: Vanguard, 2016)
Investment Advisory Services offered through JOYN Advisors, Inc. Registered Investment Advisors. Insurance offered through JOYN Atlanta, Inc. Securities offered through Securian Financial Services, Inc. Member FINRA/SIPC. JOYN Advisors, Inc. and its affiliates are not affiliated with Securian Financial Services, Inc.
Certain individuals associated with JOYN Advisors, Inc. are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment advisor, member FINRASIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s Broker Check. For information about which individuals associated with JOYN Advisors, Inc. are registered, specifically approved by, and are authorized to offer which securities and investment advisory services on Securian’s behalf, please contact them at 1-800-820-4205.
JOYN Advisors, Inc. is independently owned and operated and offers its own suite of products and services entirely independent of Securian.